Tariffs and trade wars: how businesses can adapt and manage costs
Explore how global tariffs and trade changes can impact your business and learn strategies for successful adaptation. Discover practical tips on cost management in our latest article.
Home \ Resource Gallery \ Research Results
Research Results
IRS priorities may be shifting under new administration
IRS enforcement priorities are shifting, and the ripple effects could impact everything from high-income audits to payroll tax compliance. With workforce changes, funding rollbacks, and new leadership shaping the agency’s direction, taxpayers and advisors alike should be paying close attention. Read the full article to understand what’s changing—and what it could mean for your compliance strategy.
Financial Blind Spots at Each Stage of the Business Lifecycle
Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
Family Loans and Gifts: Avoiding a Tax Headache
When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
CTA update: major change to BOI reporting requirements in interim final rule
U.S.-formed businesses are now exempt from beneficial ownership reporting under a new FinCEN rule. This change significantly reduces the compliance burden for many companies. Read the full article to see what’s changed, who still needs to report, and what steps (if any) you need to take.
Common Beneficiary Mistakes That Can Wreck Your Estate Plan
Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
Treasury Suspends Corporate Transparency Act (CTA) Reporting for U.S. Companies
The Treasury Department has suspended the CTA filing requirement for U.S. businesses, signaling a major shift in compliance obligations. While the rule may still face legal challenges, domestic companies are no longer required to report beneficial ownership information—at least for now.
Avoiding Common Mistakes in Transition Planning
Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
2025 Federal Payroll Tax Changes
Stay updated with our comprehensive review of the 2025 federal payroll tax changes.
A Nonprofit’s Guide to Weathering Policy Changes
When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.
Strengthen Your Financial Plan: A 6-Step Checklist
Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and investment planning.
Streamline 1099 Reporting: Tips for a Smooth Filing Season
Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s with confidence.
CTA injunction reinstated: continuing uncertainty
The reinstated injunction on the Corporate Transparency Act (CTA) halts enforcement, but uncertainty remains. Learn what beneficial ownership information (BOI) your business needs to gather and why staying connected with your CPA is essential to navigating this shifting legal landscape.
Avoid underpayment penalties: make a payment by January 15th
Learn how to keep abreast of your tax payments and avoid rising underpayment penalties that can quickly snowball. Discover strategies that can help you dodge unnecessary costs.
Decoding income definitions: AGI, MAGI, and taxable income explained
Navigating the U.S. tax system can be complex, particularly when understanding critical concepts like Adjusted Gross Income (AGI), Modified Adjusted Gross Income (MAGI), and Taxable Income. These definitions impact your tax liability and eligibility for various deductions and credits, playing a pivotal role in financial planning. Empower yourself with the knowledge to make informed tax decisions by decoding these essential terms in our latest article.
No results found.