TAX PLANNING & PREPARATION

TAX PLANNING & PREPARATION

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Resources

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

Annette Benson

March 26, 2025

Deduct a loss from making a personal loan to a relative or friend

Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow More

Article

Nicholle Peterson

March 26, 2025

Do I need to do anything when employees come to me to vent?

It depends on what they’re venting about. If they’re complaining about conduct that might be illegal, such as More

Article

Mitchell Erickson

March 18, 2025

Beneficial ownership information (BOI) reporting requirements suspended for domestic reporting companies

The twisty journey of the Corporate Transparency Act’s (CTA’s) beneficial ownership information (BOI) reporting More

Article

Stacey Seviola

March 18, 2025

Turning stock downturns into tax advantages

Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of More

Article

Nicholle Peterson

March 13, 2025

Encourage Breaks Away from Where People Work

Falling prey to distractions could be a sign that one needs a break. Fact is, breaks boost productivity! We all More

Article

Nicholle Peterson

March 12, 2025

Should we allow employees to use sick time for a “mental health day”?

We certainly recommend this, and, depending on the circumstances and the state you operate in, it may also be More

Article

Jeff Rislov

March 11, 2025

Riding the tax break train: Maximizing employee transportation fringe benefits

There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers these More

Article

Jennifer Solem (Lownsbury)

March 10, 2025

Exploring business entities: Is an S corporation the right choice?

Are you starting a business with partners and deciding on the right entity? An S corporation might be the best More

Article

Thomas Stoeckman

March 6, 2025

Savings bonds and taxes: What you need to know

When considering the advantages of U.S. Treasury savings bonds, you may appreciate their relative safety, More
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