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Expanding the talent pool: Why employers should shift focus from degree requirements to skills-based training
For decades, a college degree has been a signal of qualification for hiring managers, immediately connoting a baseline of knowledge, discipline, and capability on the part of the applicant. But as labor markets tighten, technology evolves, and workforce expectations shift, that indicator is increasingly fading in relevance. Forward-thinking employers are beginning to see value in embracing a different approach to hiring, prioritizing skills over degrees.
The truth, well told: How to prepare financials for lenders or investors after tax season
If you’re planning to seek financing, attract investors or expand your operations, after tax season is the ideal time to prepare financial statements that present a clear picture of your business’s performance. Here are some tips from our team on how to compile reports to offer you and your financial partners a solid basis for business assessment as you plan your next growth cycle:
Your HSA isn’t a debit card: building a tax efficient healthcare reserve
Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible reimbursement rules, the HSA can serve as a powerful long-term healthcare reserve. Read on to learn how to make the most of it.
Why estate taxes aren’t the only inheritance-related costs to consider
Estate planning discussions often focus on the federal estate tax exemption, but most families face different challenges when transferring wealth. Probate fees, state-level taxes, capital gains exposure, and administrative complexity can all erode inheritances - even for estates well below the federal threshold. A comprehensive estate plan addresses these hidden costs, not just headline tax numbers.
When unequal cash creates unequal risk: disproportionate distributions in S-corps
Disproportionate distributions in S corporations can trigger unintended tax consequences and even loss of S status. Learn where the risks arise and how strategic planning can preserve compliance while achieving unequal economic outcomes.
Healthcare costs for the self-employed in 2026: strategies for rising premiums
With the expiration of expanded ACA subsidies in 2026, self-employed professionals are facing significant premium increases with no employer to share the burden. While healthcare costs are rising, strategic planning can help reduce your total cost. The key is treating healthcare like any other business expense - strategically, proactively, and with tax efficiency in mind.
Remote work, proximal risk
Remote staff have created a shift for employers that has created a complex web of tax and regulatory obligations. Learn how employees who work in different states than your company's primary location create nexus and what you as an employer are responsible for doing to stay compliant.
Spring into good payroll habits
Spring is a natural checkpoint for payroll tax compliance. Overlooking key considerations can create mistakes that compound through the year and potentially result in penalties, interest, or administrative headaches that can divert your energy from running your business.
Can you be freed from a spouse’s tax debt? Understanding innocent spouse relief
Innocent spouse relief can protect you from being held responsible for a tax bill caused by your spouse’s or ex-spouse’s mistakes. This article explains how the IRS evaluates these claims, the types of relief available, and what to expect if you apply. If you’ve received a notice or suspect something was wrong with past returns, it may be time to talk to a CPA.
Understanding the IRS’s new deduction for qualified overtime compensation
The IRS has introduced a new federal income tax deduction for qualified overtime compensation, effective for tax years 2025 through 2028. Eligible workers can deduct up to $12,500 (or $25,000 on joint returns) of the overtime premium they earn above their regular rate of pay. This deduction reduces is available to FLSA-covered employees who meet specific eligibility requirements, including valid Social Security numbers and certain filing status conditions.
Living trust myths vs. reality: what a revocable trust really does
Revocable living trusts are widely used and widely misunderstood. This article explains what revocable trusts actually do, what they don’t do, and why proper design, funding, and coordination matter. Understanding these nuances can help prevent surprises and improve estate planning outcomes.
S-corporations 101: FAQs for business owners
S-corporations are one of the most frequently discussed (but often misunderstood) tax structures for small business owners. While they can offer real savings on self-employment taxes, the benefits aren't automatic - they depend on your income level, involvement in the business, and whether you're ready to manage the added compliance responsibilities. Here's what you need to know about how S-corps work, who they're right for, and what's required to maintain one.
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