Real Growth Doesn’t Come From Doing More. It Comes From Building the Right Team.
If you own a small or mid-sized business, ask yourself honestly: Could your business run smoothly for two weeks without you? Not just survive, actually run. Serve clients well. Make good decisions. Move forward. If [...]
Welcome to Tax Season 2026 – Let’s Get Started!
It's that time of year again! Tax season is officially underway, and we're ready to make this as smooth and stress-free as possible for you. Your organizers and engagement letters are on their way. If you [...]
Key Employee Payroll and Tax Changes for 2026 (OBBBA)
The Overtime and Benefit Balance Act (OBBBA) represents one of the most significant payroll and tax law changes for employees in recent years. Whether you earn overtime, receive tips, or use transit benefits, these updates [...]
Checking Off RMDs on the Year-End To-Do List
You likely have a lot of things to do between now and the end of the year, such as holiday shopping, donating to your favorite charities and planning get-togethers with family and friends. For older [...]
New Law Eases the Limitation on Business Interest Expense Deductions for 2025 and Beyond
Interest paid or accrued by a business is generally deductible for federal tax purposes. But limitations apply. Now some changes under the One Big Beautiful Bill Act (OBBBA) will result in larger deductions for affected [...]
There’s Still Time to Save 2025 Taxes
Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one or more of these year-end tax-saving ideas by December 31. Defer income and accelerate deductions Pushing income into [...]
California Employers: CalSavers Deadline is December 31, 2025
If you're a California employer with at least one W-2 employee and you don't already offer a qualified retirement plan, you're required to either register for CalSavers or claim an exemption by December 31, 2025. [...]
Individual Q4 Estimated Tax Payment Reminder: January 15, 2026 Deadline
If you make quarterly estimated tax payments, mark your calendar: the final due date is January 15, 2026, which applies to income earned in the fourth quarter of 2025. This applies to self-employment income, investment [...]
The Great Starbucks Gift Card Incident of 2025 (And Why Your Holiday Inbox is a Minefield)
Picture this: Thanksgiving week at an accounting firm. Everyone's wrapping up projects before the holiday, planning their Black Friday strategy, when suddenly—Christmas came early! A $25 Starbucks gift card lands in everyone's inbox. "How thoughtful!" [...]
How Will Taxes Affect Your Merger or Acquisition?
Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success or failure. So if you’re thinking about a merger or acquisition, you need to [...]