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

Jim Rudnick

November 6, 2025

Prepare for Changes to Charitable Giving Rules

Donating to charity is a valuable and flexible year-end tax planning tool. You can give as much or as little as you More

Article

Mitchell Erickson

November 6, 2025

What year-end tax planning strategies should businesses consider under OBBBA

Recent tax law changes offer significant opportunities for businesses to reduce taxes and improve cash flow. As the More

Article

Nicholle Peterson

October 29, 2025

What are Stay Interviews?

Question of the Week: Our CEO asked if we should be doing stay interviews. What are they? How do we do them? More

Article

Nicholle Peterson

October 28, 2025

Is an HDHP plus an HSA a financially smart health care option for you?

Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account More

Article

Larry Stulen

October 27, 2025

Review your business expenses before year end

Now is a good time to review your business’s expenses for deductibility. Accelerating deductible expenses into this More

Article

Jennifer Lownsbury

September 30, 2025

The tax traps of personally guaranteeing a loan to your corporation

If you’re considering guaranteeing, or are asked to guarantee, a loan to your closely held corporation, it’s More

Article

Annette Benson

September 8, 2025

How tariffs could increase your company’s supply chain risk

Your company’s supply chain is one of the many business functions vulnerable to fraud, particularly as foreign More

Article

David Corneil

September 8, 2025

Run a business with your spouse? You may encounter unique tax issues

Do you and your spouse together operate a profitable unincorporated small business? If so, you face some More

Article

Mitchell Erickson

September 2, 2025

An Introduction of Trump Accounts under OBBBA

We’re still in the early stages of learning about this new type of tax-advantaged account but here’s what we know. More
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