TAX PLANNING & PREPARATION

TAX PLANNING & PREPARATION

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Firm News

Jennifer Lownsbury

December 8, 2025

Jeff Rislov and Jennifer Lownsbury earn CEPA Certification

Partners Jeff Rislov, CPA, and Jennifer Lownsbury, CPA, have earned their Certified Exit Planning Advisor (CEPA) More

Article

Jen Burnett

November 24, 2025

The IRS releases 2026 contribution limits

With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although More

Article

Mitchell Erickson

November 18, 2025

New itemized deduction limitation will affect high-income individuals next year

Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If More

Article

Jon Hinderks

November 10, 2025

What you need to know about deducting business gifts

Thoughtful business gifts are a great way to show appreciation to customers and employees. They can also deliver More

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
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