Trump Accounts: What Families Should Know Before Contributing
By Liz Belcher, CPA, Partner Tax Services Email Liz Key Points Trump Accounts are a new tax-advantaged savings option for eligible children and may complement, rather than replace, existing planning strategies. Families and business owners should understand contribution limits, eligibility rules, and future regulations before making contributions. Employers may have opportunities to use Trump Accounts as […]
What Business Owners Need to Know About Charitable Giving Tax Changes in 2026
By Nick Hopkins, CPA, CFP®Partner, Director of Tax Services Email Nick Key Takeaways New charitable giving rules in 2026 affect both itemizers and non-itemizers, making documentation and planning more important than ever. Higher income taxpayers may face reduced deduction benefits due to new AGI floors and itemized deduction phaseouts. Strategic planning can help business owners maximize […]
Is Your Buy-Sell Agreement Up to Date?
By Jason Thompson, CPA/ABV, ASA, CFE, CFF Partner / Director of Valuation and Litigation Services Email Jason Key Points Buy-sell agreements work best when they evolve alongside changes in ownership, operations, and company value Unclear terms and triggering events can create disagreement during ownership transitions Periodic reviews help ensure the agreement reflects current business realities and shareholder objectives A […]
Outgrowing Your Bookkeeper? 5 Signs It’s Time to Upgrade
By Lindsey Anderson, CPASenior Manager, AS & Tax ServicesEmail Lindsey Key Points Growing businesses often outpace basic bookkeeping systems without realizing it Delayed reporting and inconsistent data limit visibility and decision-making Structured close processes and controller-level insight improve financial clarity over time As businesses grow, financial complexity grows with them. What once worked well in […]
What Is a Trump Account? Eligibility, Rules, and How to Apply
By Jake Atwood, CPATax ManagerEmail Jake Key Points Trump Accounts offer a new tax-advantaged savings option alongside 529 plans, Roth IRAs, and custodial accounts Trump Accounts can begin accepting contributions on July 4, 2026 Eligibility, timing, and long-term restrictions should be evaluated before incorporating into a financial plan The introduction of Trump Accounts gives families […]
Why Business Owners Should Know Their Company’s Value Long Before a Sale
By Christopher Sargent, CPA/ABV, AM Senior Analyst / Valuation and Litigation Services Email Christopher Key Points A business valuation supports planning decisions long before a sale is on the horizon Knowing value reduces risk in buyouts, gifting strategies, and shareholder transitions Objective, credentialed analysis provides defensible insights that strengthen decision-making Many business owners associate valuation […]
Scaling Your Business? Here’s How to Keep Your Operations in Sync
By Amy Conrad Manager, Accounting Services Email Amy Key Points Growth often exposes delays in month-end close, invoicing, and reporting Outsourced accounting through our Accounting Services team provides scalable processes and experienced support Consistent financial operations improve cash flow visibility and decision-making When Growth Outpaces Financial Processes Growth often happens faster than expected. One […]
5 Planning Priorities Every Business Owner Should Tackle in 2026
By Liz Belcher, CPA Partner, Tax Services Email Liz Key Points Permanent tax provisions allow business owners to plan with greater confidence Growth plans require budgets and cash flow that reflect real staffing and capital costs Ownership structure and economic assumptions should be reviewed early, while flexibility exists. January is often when business owners pause […]
Year-End Planning for Updated Research and Experimental Costs and Equipment Expensing
By Nick Hopkins, CPA, CFP® Partner, Director of Tax Services Email Nick Key Points The repeal of Section 174 amortization allows businesses to fully deduct 2025 research and experimental costs and deduct unamortized amounts from 2022 – 2024, creating significant year-end planning opportunities. Qualified small businesses may also have the opportunity to amend 2022 through […]
Mandatory Roth Catch-Up and 2026 IRS Limit Changes
By Bill Barks Director, Retirement Plan Services Email Bill To all clients sponsoring a 401(k) Plan: We want to make you aware of an important update related to the Mandatory Roth Catch-Up requirement that becomes effective January 1, 2026. As background, this provision was originally scheduled to take effect in 2024 but was delayed under IRS […]