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Blog

Photo For Article
Posted in: Tax Planning

Salt Digest Issue #7: Preparing for a Sales Tax Audit

May 14, 2026 0

Salt Digest Issue #7: Preparing for a Sales Tax Audit

H&B

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How can you make the best insurance decisions for your business? Obviously, you don’t want to overpay for unnecessary coverage. But you also don’t want to skimp where risk is high. Start by reviewing common policies.
Posted in: Risk Management

What you need to know about business insurance

May 14, 2026 0

What you need to know about business insurance

Given the many potential threats to your business’s assets, cash flow and human resources, which types of insurance products and how much coverage do you […]

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A change in state residency has tax implications beyond income taxes. Find out what tax factors to look at before relocating.
Posted in: Tax Planning

Moving to a new state? Review the tax implications first

May 13, 2026 0

Moving to a new state? Review the tax implications first

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. […]

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Small business owners, beware: Tax identity theft is a costly, ongoing threat. Learn the warning signs and ways to fortify your defenses.
Posted in: Cybersecurity

Tax identity theft: Businesses are at risk, too

May 12, 2026 0

Tax identity theft: Businesses are at risk, too

Tax identity theft isn’t limited to individual taxpayers — businesses are also targeted through their Employer Identification Numbers (EINs), payroll systems and tax filings. The […]

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SEP and SIMPLE IRAs are particularly suited to small businesses with tight budgets. Read on to learn about the benefits and potential disadvantages of these cost-effective employee retirement savings options.
Posted in: Retirement Planning

2 retirement plans for small businesses with lean budget

May 7, 2026 0

2 retirement plans for small businesses with lean budget

Most business owners would like to offer their employees a 401(k) retirement savings plan with all the bells and whistles. But for small businesses with […]

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Keeping your withholding aligned with your expected tax liability can help you enjoy better cash flow during the year and avoid unwelcome surprises at filing time. Learn how to fine-tune it.
Posted in: Tax Planning

Fine-tune your tax withholding after filing your return

May 6, 2026 0

Fine-tune your tax withholding after filing your return

Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too […]

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Does your business own commercial real property? A closer look at your building costs could change how quickly you can deduct those expenses. A cost segregation study can uncover tax savings hidden in plain sight.
Posted in: Cost Segregation

Cost segregation studies can reveal substantial tax savings

May 4, 2026 0

Cost segregation studies can reveal substantial tax savings

Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a cost segregation study can be […]

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Interracial,group,of,young,Strategic alliances aren’t just about expanding market reach, achieving operational synergies or improving profitability. They can also help your business “audition” for a future merger. Here’s how.
Posted in: Mergers & Acquistions

Strategic alliances: Collaborate now, possibly combine later

April 30, 2026 0

Strategic alliances: Collaborate now, possibly combine later

Even if you aren’t currently preparing to sell your business, you might want to think strategically about your eventual buyer. Sophisticated buyers won’t only look […]

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Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
Posted in: Financial Planning

Tax mitigation strategies when rebalancing your investment portfolio

April 29, 2026 0

Tax mitigation strategies when rebalancing your investment portfolio

Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance […]

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C corporation shareholders usually owe tax on gains from selling stock. But with qualified small business (QSB) stock, owners hold the key to a potential gain exclusion. Is this strategy right for your business?
Posted in: Tax Planning

Unlock tax-free gains with QSB stock

April 28, 2026 0

Unlock tax-free gains with QSB stock

If you run your business as a C corporation, you may be eligible for a potentially significant tax break for qualified small business (QSB) stock. This […]

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Securing ownership of your business’s IP is critical. Without the right legal agreements in place, employees or contractors could claim rights to these important value drivers.
Posted in: Business Planning & Consulting

How to ensure your business really owns its intellectual property

April 22, 2026 0

How to ensure your business really owns its intellectual property

Whether it’s a trademark, copyright, patent, trade secret or other piece of IP, its ultimate value to your business depends on you owning it. Without […]

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To minimize potential interest and penalties and maximize tax-saving opportunities, look beyond April 15 to the tax-related deadlines you may face for the rest of 2026.
Posted in: Tax Planning

Individual tax calendar: Key deadlines for the remainder of 2026

April 21, 2026 0

Individual tax calendar: Key deadlines for the remainder of 2026

Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to […]

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