Does your business provide paid family and medical leave (PFML)? Or are you considering it? If so, you need to know about the expanded PFML tax credit for employers and recent IRS guidance clarifying the updated rules.
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When personal financial interests enter the boardroom, sound governance is essential. Here’s how your nonprofit should address conflicts of interest to protect its mission or reputation.
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Careful estate planning is essential for non-U.S. citizens because citizenship, domicile and asset location can significantly affect gift and estate tax exposure and the strategies available to minimize it.
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If restricted stock is part of your compensation, considering the potential tax consequences well before Dec. 31 is a good idea. You may have decisions to make if: 1) you’ve recently received an award or are expecting one soon, 2) your restricted shares have vested in 2026 or will vest before the end of the year, or 3) you’ve sold shares this year or are considering a sale. The timing of these events and certain decisions you make — such as the Sec. 83(b) election — can affect both the amount and type of taxable income you must report. They also may provide planning opportunities that will affect your 2026 and future taxes. Contact us for assistance.
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Dividends aren’t the only way to take cash out of your C corporation. Here are some more tax-efficient alternatives to think about before year end.
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Handwritten changes to an executed will may seem like a convenient way to update it, but they can create legal uncertainty and increase the risk of disputes. Learn why a properly executed codicil or new will is generally a safer way to help ensure your current wishes will be carried out.
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A new nonprofit structure doesn’t always require a new exemption application. Learn how your organization can reshape its operations while keeping its tax-exempt status on track.
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Working remotely may have unexpected state tax consequences if you aren’t careful.
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Small business owners may be unsure about the proper tax classification of equipment repairs, facility renovations and replacements of worn building components. As you plan for the end of the 2026 tax year, it’s important to review the rules.
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A new hire can lighten the load — but also create a significant financial commitment. Here’s what your nonprofit should consider before expanding its staff.
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Payroll tax compliance involves more than calculating paychecks. Learn which areas deserve closer attention and how to respond when something goes wrong.
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Adequate life insurance coverage can provide your surviving family members with financial resources to manage ongoing expenses or allow you to leave a legacy for the next generation.
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At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year.
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The tax rules for several fringe benefits have recently changed. See what’s new for 2026 and what to consider as you fine-tune your benefits package for 2027.
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How closely should your business review employees’ withholding information? Find out when you must take action — and when these matters should be left to the employee or the IRS.
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Small accounting inefficiencies can grow into big operational headaches. Discover practical ways nonprofits can work smarter.
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Creating a comprehensive estate plan is one of the most important steps single parents can take to protect their young children.
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Certain “small” businesses have a choice of using cash or accrual accounting for tax purposes. If you’re one of them, which route should you take?
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Planning opportunities often become more limited as the end of the year approaches. Reviewing your tax picture midyear gives you more time to take steps to reduce or defer taxes.
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Merging with another nonprofit can expand mission impact while strengthening operations and improving financial resilience. But it can also create challenges. Before you take the leap, consider these critical issues.
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