Tax & Financial Insights
Stop! Don't Pay Off That Business Loan Yet.
Paying off debt isn’t always a smart tax move. Principal payments aren’t deductible — but the right timing can keep your cash flow strong and your tax bill lower.
Tax Tips: What To Do Now—Before 2026 Arrives
With a few months left before 2026, these year-end Tax Tips show how to shrink your 2025 bill without surprises. From adjusting withholdings and boosting pre-tax savings to bunching deductions, using HSA/FSA dollars, timing income and expenses, harvesting losses, paying estimates on time, exploring Roth moves, expensing equipment, and reviewing residency—use this quick checklist to make smart moves now.
5 Major Tax Misconceptions — Have You Been Misled?
When it comes to taxes, there’s no shortage of myths and misunderstandings. Some of them sound logical at first, but they can cost you money or lead you down the wrong path if you take them at face value. Here are five of the most common misconceptions we hear — and the truth behind them.
The One Big Beautiful Bill Act, Explained in Plain English (for Businesses)
Business owners have a lot to pay attention to under the One Big Beautiful Bill (OB3). From the return of 100% bonus depreciation to restored R&D expensing and an expanded QBI deduction, the law brings major opportunities — and a few challenges — for 2025 tax planning. Explore the key updates impacting your business.
The One Big Beautiful Bill Act, Explained in Plain English (for Individuals)
The One Big Beautiful Bill (OB3) is packed with tax provisions — but what really matters for individuals? While rates remain unchanged, new deductions, a permanent child tax credit increase, and expanded estate and gift exemptions could make a big difference in 2025. Here’s what you need to know to stay ahead.
Quarterly Tax Payments: 5 Times You Shouldn’t Skip Them
Quarterly tax payments aren’t just for business owners. From side hustles to stock sales, there are several situations where making estimated payments can save you from penalties and surprise tax bills. Here are five common scenarios to watch for as Q3 approaches.