News & Resources

pexels-n-voitkevich-6863332

Federal Tax Updates for Individuals: What to Know in 2025–2026

May 28, 2025
Investing in a Home Brings Tax Benefits Purchasing a home is the most significant investment most people will make. Owning your home comes with valuable tax advantages that can reduce...
tax-deductions.png

Understanding the QBI Deduction for Small Business Owners

May 28, 2025
The qualified business income (QBI) deduction was a centerpiece of the Tax Cuts and Jobs Act, which went into effect in 2018. Through 2025, the write-off is available to eligible...
pexels-karolina-grabowska-4386431

How to Increase the Value of Your Business Before a Sale

May 28, 2025
In today's environment, it's important for business owners to focus on the value of their company and what drives it. For asset-based businesses, such as real estate or securities holding companies,...
rate-calculator

Trust & Estate Income Distributions: What Beneficiaries Need to Know

May 28, 2025
As separate legal entities, estates and nongrantor trusts must file their own federal tax returns, just like individual taxpayers. Unlike individuals, however, these entities may distribute income to beneficiaries, which...
pexels-weekendplayer-187041

Safe Strategies for Business Growth

April 30, 2025
The peaks and valleys of the economy — whether global, national or local — can make it difficult for business owners to decide when to really push for growth rather than...

NEWSLETTER SIGNUP

Sign-up for our e-Newsletter
First Name:
Last Name:
Email Address (required):
Newsletters
Business e-newsletter
Individual e-newsletter

FOLLOW US