TAX PLANNING & PREPARATION

TAX PLANNING & PREPARATION

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Consulting and Planning

Accounting, Payroll and Tax Tips, Advice and News

Learn something new when you subscribe to our podcast, e-invites to webinars, and interesting blog articles to help you navigate the financial landscape.

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Article

Jeff Rislov

May 18, 2026

What’s a “small business,” and why does it matter?

Although your business may seem big to you, you may wonder how the government classifies it for tax purposes. If More

Article

Jim Rudnick

April 27, 2026

Unlock tax-free gains with QSB stock

If you run your business as a C corporation, you may be eligible for a potentially significant tax break for More

Article

Stacey Seviola

April 20, 2026

Material participation: Why it matters for LLP and LLC owners

The passive activity loss (PAL) rules may limit your ability to deduct losses from a business structured as a More

Article

Stacey Seviola

April 14, 2026

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup The only constant in life is change. Whether you’ve started a new job, More

Article

Thomas Stoeckman

April 6, 2026

FAQs about the research credit

Companies that engage in research and development activities may qualify for a federal tax credit for some of those More

Article

Sammy Nelson

March 31, 2026

Debt vs. equity: Classification counts when shareholders put money into their corporations

If you operate your business as a C corporation, how you put money into your company — and how you take it back out More

Article

Mitchell Erickson

March 31, 2026

Are you eligible for mileage deductions?

Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if you More

Article

David Corneil

March 24, 2026

Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not

Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of More

Article

Brett Aamot

March 23, 2026

Should your business consider a fiscal year end?

Most businesses close their books for tax and accounting purposes on December 31 because it aligns with the More
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