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November 11, 2026

The pro-rata rule: the backdoor Roth IRA mistake that can create an unexpected tax bill

The backdoor Roth IRA strategy can trigger an unexpected tax bill if you overlook the pro-rata rule, which requires the IRS to treat all of your traditional IRA balances together when calculating how much of a conversion is taxable. A separate account, a prior 401(k) rollover, or even a year-end IRA balance you didn’t have at the time of conversion can all affect the result. Before contributing or converting, review your full IRA picture to avoid a costly surprise at tax time.

November 4, 2026

New IRS per diem rates in effect as of October 1

The IRS has released its 2026-2027 special per diem rates for business travel, and the changes took effect October 1st. If your company reimburses employees for travel expenses, now is the time to update your rates, review your reimbursement policy, and ensure your expense systems reflect the latest IRS guidance before outdated rates create compliance problems. Read our latest article to learn what changed, what it means for your business, and what your finance team should do right now.

October 28, 2026

The IRS is retiring FIRE: what businesses need to change before filing 1099s in 2027

Beginning with the 2027 filing season, the IRS will require businesses to submit information returns through its new IRIS system instead of FIRE. The shift affects how Forms 1099 are filed, who needs a new transmitter authorization, and how corrections are handled. Find out what your business needs to verify before FIRE shuts down in November 2026.

October 21, 2026

Compensation, conflicts, and related parties: what your nonprofit needs to know

Nonprofit boards regularly decide on compensation, vendors, and relationships with affiliated organizations. But when someone with influence stands to benefit, those decisions deserve a closer look. Our latest article walks through the key questions every nonprofit should ask before approving a transaction.

October 19, 2026

Before You Hire Another Employee, Find the Bottleneck

Business owners should understand where work actually gets stuck and what capacity the business needs. This video explains how to pressure-test a hiring decision by looking at the underlying bottleneck, the role the new employee is meant to play, the expected economic benefit, and the management capacity required to support the hire.

October 19, 2026

When You Should Start Planning to Sell or Transfer Your Business

For established business owners, exit planning does not always start with a firm sale date. It often starts when certain changes make the future more concrete. This video explains the key triggers that can signal it is time to begin tax-focused succession or exit planning, including changes in your timeline, a clearer succession path, outside buyer interest, and the start of a real transaction. The goal is to help business owners recognize when waiting may begin to limit their tax, ownership, and deal-structuring options.

October 16, 2026

Divorce and your tax return: what the settlement may not resolve

A divorce settlement divides assets and establishes legal rights, but it does not resolve every tax question that follows. Filing status, child-related benefits, property basis, retirement transfers, and prior joint return liability all require a separate tax review. Understanding where the settlement ends and tax law begins can help you avoid costly surprises after the divorce is final.

October 7, 2026

How much cash should your business actually keep?

How much cash should your business keep on hand? The answer depends on more than a simple rule of thumb. This article breaks down a practical framework for separating your cash into layers, covering operating needs, committed funds, and contingency reserves, so you can make smarter decisions about liquidity, capital allocation, and when cash truly becomes excess.