If You Don’t Own Your IP, You Don’t Own Your Business Value

Intellectual property often sits at the core of a company’s value, but many businesses assume ownership without actually securing it. That assumption breaks down fast during a sale or dispute. If your agreements aren’t airtight, the people creating your IP may legally own it, not you. To prevent unexpected ownership issues and costly disputes that […]

If You Can’t Prove Participation, You Can’t Claim the Loss

Owning part of a business doesn’t automatically give you tax advantages. If your involvement doesn’t meet IRS standards for material participation, your losses may be locked away as passive, unusable when you actually need them. The basics Under the PAL rules, you generally can use passive activity losses only to offset income from other passive […]

Want to start a business? 5 Key Things to Know

Deciding to start your own business is an exciting opportunity, but it comes with new responsibilities. Many new owners open a business to be their own boss and chart their own course. However, along with those benefits come some complications compared to being someone else’s employee. Planning and budgeting are critical, and you’ll have plenty […]

Your Next Steps After Filing

You filed your 2025 tax return. Great! But, before you check taxes off your list, taking a little time to address some tax-related items now can help you stay organized and avoid issues later. Here are a few to-dos. Check your refund status If you’re getting a tax refund and haven’t received it yet, the […]

Tariff Refunds Arrive: Key Updates

Following recent court rulings, U.S. Customs and Border Protection (CBP) has begun implementing a refund process for certain tariffs previously collected under the International Emergency Economic Powers Act (IEEPA) deemed invalid. At the center of this policy is a bold new initiative housed within the Department of Energy (DOE): the “Genesis Mission.” Eligibility for Phase […]

Evaluating layoffs? Consider these alternatives first

Laying off employees is one of the most difficult decisions a business owner can face. Before making this decision, it is worth evaluating alternative strategies that may help control costs and preserve your workforce. While it may sometimes be necessary, reducing headcount is often viewed as a way to quickly manage rising costs, as labor […]

Understanding the research credit: FAQs

Businesses that invest in research and development activities may be eligible for a federal tax credit on certain related expenses. Although the rules and calculation can be complex and not all activities qualify, the potential tax savings can be substantial. Below are answers to common questions to help you better understand this valuable tax break.

Supporting Your Employees Who Also Have Caregiving Responsibilities

As the cost of caregiving skyrockets, balancing work with caring for young children or elderly relatives has become increasingly challenging. Employers can support their workforce, and improve productivity by offering dependent care flexible spending accounts (FSAs), which allow employees to use pre-tax dollars to their advantage. If you’re considering a larger investment, providing on-site childcare […]