The Capital Gains Tax Traps Even Savvy Investors Miss
Think you know how capital gains work? Think again. Here are 4 surprising capital gains mistakes investors make—and how to avoid a surprise tax bill.
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Revocable vs. Irrevocable Trusts: What’s the Difference?
Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you’re building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential.
Some States Are Splitting from the OBBB – Is Yours?
Understand how your state conforms to the new OBBB provisions and learn how to update your tax strategy to maximize savings.
Employer’s Guide to Year-End and 2026 Payroll Tax Changes
Stay current on 2025 year-end and 2026 payroll tax updates: SUI, FUTA credit reductions, social security limits, paid leave, and OBBB changes.
Rental or business? Navigating the tax treatment of short-term rentals
Understand how the IRS taxes short-term rentals, from the 14-day rule to deductible expenses and 1099-K reporting. A must-read guide for short-term rental hosts.
IRS grants employers penalty relief for 2025 tip and overtime reporting
The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won’t face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary—and smart employers will use it to prepare for full compliance in 2026.
Beyond basis: understanding at-risk limits on loss deductions
Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning.
Tips for navigating OBBBA’s new changes in U.S. tax reporting and withholding rules
2026 brings new planning opportunities with changes in U.S. tax reporting requirements under OBBBA for tips, remittances and loans along with new forms, thresholds and withholding rules.
IRS penalties are complex, but there are paths to relief
RSM US explains common IRS penalties and relief options, including reasonable cause and first-time abatement.
Hiring your child: tax perks and potential pitfalls for families in business
Hiring your child in your business can offer powerful tax advantages while teaching financial responsibility and supporting long-term wealth planning. Learn how to structure it properly, avoid IRS pitfalls, and make the most of this overlooked family strategy.