Accounting News & Insights

The early career and young family years are often when financial complexity begins to accelerate. Income is growing, financial responsibilities are expanding, and decisions around saving, investing, and taxes start […]

Financial planning is often framed as a set of universal rules: save diligently, diversify investments, minimize taxes, and plan for retirement. While these principles are sound, they overlook the fact […]

The years leading up to retirement can be some of the most important in financial planning. For many people, income is still strong, some major expenses may be easing, and […]

Summary: Leaving a business is one of the most consequential decisions an owner will ever make. But with a well-structured exit plan, owners can make sure that their wealth transfers […]

Summary: If you’re a parent or grandparent wondering how Trump Accounts for kids fit alongside Roth IRAs, Traditional IRAs, and 529 plans, this guide is for you. In this article, […]

For most people, mailing a tax return feels straightforward: get it in the mailbox by the deadline, and you’re done. That instinct isn’t entirely wrong, but a rule change made […]

Filing an extension can be a practical decision. If your return is complex, extending can give you time to file accurately instead of rushing a return that may later need […]

S corporations are rarely chosen because they are “simple.” Most owners understand from the outset that maintaining an S election involves specific formalities and technical requirements. What often comes as […]

Summary: Tax season demands immense focus and increased pressure. Unfortunately, this intensity can leave business leaders, and their employees open to fraud exposure. AI has upgraded tax scams from obvious […]

For many taxpayers, interacting with the IRS has traditionally meant long wait times on the phone. In recent years, however, the IRS has expanded its digital tools to make tax […]

Estate planning discussions have long centered around one headline number: the federal estate tax exemption. As of 2026, that number is $15 million per person. But focusing solely on whether […]

Executive summary On Nov. 25, 2025, the IRS released Notice 2025-72, announcing its intent to issue proposed regulations and providing interim guidance that taxpayers may rely on until those regulations […]