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

June 2, 2026

Is that activity just a hobby or a business?

Many people have hobbies – things they enjoy doing in their spare time – and some even make a little More

Article

Jennifer Solem (Lownsbury)

June 2, 2026

Should you make after-tax, non-Roth 401(k) contributions?

If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the More

Article

Jeff Rislov

May 28, 2026

Minnesota bill extends Pass-Through Entity (PTE) tax through the 2027 tax year

Last updated: 5-27-26 The Minnesota Department of Revenue is reviewing the tax bill that was passed by the More

Article

Jim Rudnick

May 26, 2026

Self-employed? Don’t overlook a Roth IRA

Some small business owners overlook Roth IRAs because they assume their income is too high for them to qualify to 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

White paper

Outsourced Accounting

April 13, 2026

Client Accounting and Advisory Services (CAAS) White Paper

CDS experts have authored a white paper on Client Accounting and Advisory Services (CAAS) also known as Outsourced 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
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