News & Resources

Understanding the QBI Deduction for Small Business Owners
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...

How to Increase the Value of Your Business Before a Sale
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,...

Trust & Estate Income Distributions: What Beneficiaries Need to Know
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...