Tax Planning

Midyear tax planning: Review opportunities to save taxes this year (or next)

Planning opportunities often become more limited as the end of the year approaches. Reviewing your tax picture midyear gives you more time to take steps to reduce or defer taxes.
July 7, 2026
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Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a few areas that commonly provide tax-saving opportunities. Your tax bracket The legislation commonly known as the One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4, […]
#MidYearTaxPlanning, #PersonalFinance, #TaxPlanning
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Business Planning & Consulting

Open the door to investment with a winning pitch deck

If you’re seeking new capital, the right pitch deck can help you woo investors. What should you include (and exclude) to sell your business’s solutions?
July 1, 2026
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Whether you’re launching a start-up, expanding into different markets, developing a new product or pursuing a business acquisition, attracting investors requires more than a good idea. Investors want to see a compelling opportunity supported by solid financials and a realistic growth plan. One of the most effective ways to communicate all of this is with […]
#BusinessPlanning, #BusinessStrategy, #InvestorFunding
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Social Security

Will your Social Security benefits be taxable?

If you’re a retiree receiving Social Security benefits — or you’re planning to begin claiming them soon — it’s important to be aware of the potential income tax consequences. A variety of factors affect how much (if any) of your benefits may be taxable.
June 30, 2026
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Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social Security.” In actuality, this up-to-$6,000-per-individual deduction, also known as the “senior” deduction, is generally available whether or not someone receives Social Security benefits. (But other limits do apply, such as an income-based phaseout.) Of course, […]
#RetirementPlanning, #SocialSecurity, #TaxPlanning
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Succession Planning

Building bench strength for effective succession planning

Leadership transitions are inevitable, but disruption doesn’t have to be. By bolstering your business’s “bench strength,” you can support succession planning objectives and promote greater stability.
June 24, 2026
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Every business will eventually face leadership transitions. Whether key people retire, pursue new opportunities or become unable to do their job, your business must maintain continuity. Often, smooth transitions depend on “bench strength.” This refers to the depth of employees prepared to step into critical roles. Developing this internal talent pool is one of the […]
#BusinessContinuity, #LeadershipDevelopment, #SuccessionPlanning
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Tax Planning

When the sale of an appreciated home triggers taxes — and when it doesn’t

Selling your home this summer? The sale could be tax-free, or it could create a sizable tax liability. Or it might result in a tax bill between those extremes. Learn more.
June 23, 2026
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Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course a large profit is generally a good thing. But, depending on the amount of your gain, how long you’ve owned and resided in the home, and your income […]
#CapitalGainsTax, #HomeSaleTax, #RealEstatePlanning
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Audit & Accounting

Behind on bookkeeping? Here’s how to get back on track

You may not realize your bookkeeping has fallen behind until you need to file a tax return or complete a loan application. Learn how to spot warning signs, organize your books and access timely, reliable data.
June 17, 2026
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Running a business requires juggling countless responsibilities. Not surprisingly, bookkeeping tasks often end up on the bottom of to-do lists. The good news is that falling behind doesn’t necessarily mean your financial records are beyond repair. With a disciplined approach and the right support, you can regain control. Recognize the issue Many business owners don’t […]
#AccountingTips, #Bookkeeping, #SmallBusinessSuccess
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Tax Planning

Don’t overlook these tax issues after a job loss

A job loss can create tax consequences that aren’t always obvious. Reviewing your options before making decisions about severance, health coverage and retirement accounts may help you avoid unnecessary taxes and penalties.
June 16, 2026
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Even with a relatively low unemployment rate (averaging around 4.4% over the past year), layoffs and terminations continue to affect workers across many industries. If you’ve recently lost your job, you’re likely focused on replacing income and evaluating your next steps. But some tax implications related to a job loss also may require attention. Here […]
#FinancialWellness, #JobLossPlanning, #TaxPlanning
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