Blog

Restricted stock awards are a popular way for companies to offer equity-oriented executive compensation. Some businesses offer them instead of stock ... Read More >

Many Americans own a vacation home or aspire to purchase one. If you own a second home in a waterfront community, in the mountains or in a resort area, ... Read More >

In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping ... Read More >

Is it time to close your small business? Unfortunately, closing isn’t as simple as handing over the keys to a landlord or even selling a building ... Read More >

As an investor, you may want to look beyond the stock market and fixed-income alternatives. Allocating some of your money to gold and other precious ... Read More >

Private businesses implemented new lease accounting rules in 2022, resulting in a major shift in how leases are reported for “book” purposes. ... Read More >

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How ... Read More >

We congratulate Andrew Wasson, CPA on being promoted to manager in the Firm’s integrated services department. Andrew joined the firm in 2022 ... Read More >

Despite its name, the “kiddie tax” is anything but child’s play. If you’re not careful, this provision of the tax code can ... Read More >

High-income taxpayers face a regular income tax rate of 35% or 37%. They may also have to pay a 3.8% net investment income tax (NIIT) that’s imposed ... Read More >

If you’re a crypto investor or user, you may have noticed something new on your tax return this year. And you may soon notice a new form reporting ... Read More >

Summer is around the corner so you may be thinking about hiring young people at your small business. At the same time, you may have children looking ... Read More >

About 15% of people surveyed by the American Association of Retired Persons believe they weren’t hired for a job they applied for because of ... Read More >

Adoptions plummeted during the COVID pandemic, but the adoption rate is slowly rebounding. If you’re among those considering adopting a child, ... Read More >

After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0). ... Read More >

Many self-employed individuals are eligible to make annual contributions to Roth IRAs, despite having healthy earnings from their businesses. But some ... Read More >

If you don’t have enough federal tax withheld from your paychecks and other payments, you may have to make estimated tax payments. This is the case ... Read More >

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the investment generally provides ... Read More >

How high can you jump? To claim a deduction for medical expenses on your personal tax return, you have to clear an annual hurdle imposed by the IRS. ... Read More >

The recently enacted Inflation Reduction Act of 2022 contains several new environmental-related tax credits that are of interest to individuals and ... Read More >