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Resources

Articles

Charitable Giving and the One Big Beautiful Bill

Charitable Giving and the One Big Beautiful Bill: Why 2025 Might Be the Year to Act

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Business Succession Planning

Business Succession Planning: Keeping Profits Intact Across Generations

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One Big Beautiful Bill

The “One Big Beautiful Bill” Signed Into Law—Major Tax and Policy Changes Now Official

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Business Meal Deductions

Maximizing Business Meal Deductions: Clearing Up the 50% vs. 100% Confusion

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proactive tax planning

Why Keeping Your Tax Advisor in the Loop All Year Long Can Save You Money and Headaches

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Expanding Businesses

Proactive Tax Planning for Expanding Businesses

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Using Your HSA as a Retirement Plan

Using Your HSA as a Retirement Plan

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Issues with 529 Plans

Issues with 529 Plans

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Proposed FY2025 House Budget

Recent Changes to the Proposed FY2025 House Budget

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