Resources

When we talk about gifting as part of a tax strategy, many people assume it's something only the ultra-wealthy need to worry about. But gifting is actually one of the simplest and most powerful financial planning tools available - and a thoughtful gifting strategy can make a meaningful difference for your family, both now and in the long run.

The IRS and Congress have enacted tax law changes and regulatory updates that take effect this month and will impact individual taxpayers, employers, retirement plan sponsors, and businesses of all sizes. From tax filing to retirement planning, here are a few key things you should know about what’s new this year.

For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn't have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.

Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can help you stay on track and avoid costly IRS penalties.

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.

Understand how your state conforms to the new OBBB provisions and learn how to update your tax strategy to maximize savings.

Stay current on 2025 year-end and 2026 payroll tax updates: SUI, FUTA credit reductions, social security limits, paid leave, and OBBB changes.

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.