Financial Reporting & Assurance

Make more timely business decisions with interim financial reports

Interim financial statements often provide more timely and actionable information than year-end financial statements alone. Here’s how your business can get started.
October 8, 2026
H&B
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If you decide to hire new employees, adjust prices or expand operations, you shouldn’t rely on financial information that might be months out of date. And this may be the case if your business generates only one set of financial statements annually. Interim financial reports can provide a fresher picture of operational performance and strategic […]
#BusinessPlanning, #FinancialReportingAndAssurance, #FinancialStatements
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Retirement Planning

Working teens can maximize the power of tax‑deferred — or tax-free — compounding with an IRA

Does your teenager have a part-time job or earn income from babysitting, yardwork or other self-employment? An IRA can provide an early start on decades of tax-advantaged saving.
October 7, 2026
H&B
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Retirement is far from most teenagers’ minds when they get their first jobs. Most young people are more interested in spending their earnings or saving for a shorter-term goal. But those early earnings create a significant financial opportunity: decades of potential tax-advantaged growth. Even modest contributions to an IRA now can substantially multiply over time. […]
#RetirementPlanning, #RothIRA, #TraditionalIRA
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Technology

How your business can use AI to strengthen customer service

AI customer service solutions could reduce your business’s operating costs. But be careful! AI generally can’t replace human judgment. Learn more.
October 1, 2026
H&B
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These days, customers expect fast and personalized service and support from the businesses they patronize. AI can help you meet their high expectations without overburdening your employees. But as in other contexts, AI in customer service is usually only as effective as how it’s trained and used. To improve responsiveness and give employees more time […]
#ArtificialIntelligence, #BusinessGrowth, #Technology
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Tax Planning

What higher 2026 AMT risk may mean for your year-end tax planning

Year-end tax planning strategies may warrant a review with the alternative minimum tax (AMT) in mind — even if you haven’t owed the AMT in recent years.
September 25, 2026
H&B
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Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you may be affected, consider the AMT before implementing income or deduction timing strategies. A move that would reduce your 2026 regular tax might provide little or no benefit under the AMT — or could trigger […]
#AlternativeMinimumTax, #FinancialPlanning, #TaxPlanning
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Tax Planning

What are the tax implications of cryptocurrency transactions?

Got crypto? Small business owners should beware of tax surprises when dealing with cryptocurrencies.
September 24, 2026
H&B
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If your small business accepts, uses or invests in Bitcoin, Ethereum or other forms of cryptocurrency, accurate reporting and detailed records are critical for federal tax purposes. The IRS continues to scrutinize digital-asset transactions. Today, business tax returns include a question about digital assets, and brokers are now required to report certain transactions to taxpayers […]
#CryptoAccounting, #Cryptocurrency, #TaxPlanning
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Financial Planning

Restricted stock deserves attention before year end

Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later.
September 16, 2026
H&B
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Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December 31 is a good idea. You may have decisions to make if: 1) you’ve recently received an award or are expecting one soon, 2) your […]
#FinancialPlanning, #RestrictedStock, #TaxPlanning
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