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 […]

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 […]