Resources

Learn how to prepare for and respond to a business crisis with proven strategies. This guide covers real-world missteps, leadership tactics, and financial planning tips to help your business recover and thrive.

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.

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.

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.

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.

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.

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.

Some companies have raised prices brilliantly - they experienced minimal churn, strengthened relationships with their best customers, and watched their margins expand. Others? It was a complete disaster. In this video, you'll learn the specific strategies that separate successful price increases from catastrophic failures.

Decades of research shows pricing improvements can deliver 3-5x more profit impact than cutting costs or boosting volume, yet most business leaders still spend 80% of their time on everything but pricing. The real risk isn't raising prices, it's waiting too long to do it.

From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.

New 2026 IRS retirement plan limits and rules boost savings for 401(k)s, IRAs, Roth IRAs, SIMPLE IRAs, and the Saver's Credit.

Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other inherited assets.