Even if a sale is not currently on the horizon, business owners may benefit from considering who an eventual buyer might be. Sophisticated acquirers typically assess more than financial results alone; they also consider how a company complements their broader long-term strategy. Entering into a strategic alliance can be an effective way to strengthen current […]

After several years of strong stock market performance and increased volatility in 2026, many investors may find that their portfolios no longer align with their target asset allocation. For those have not rebalanced recently, this may be an appropriate time to revisit their investment mix. At the same time, it is important to evaluate the […]

If your business is structured as a C corporation, you may qualify for a significant tax benefit associated with qualified small business (QSB) stock. Although this opportunity has been available for several years, recent changes in tax law have made it even more advantageous. What is a QSB corporation? QSB corporations are a special type […]

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 […]

Filing season feels like the finish line, but it’s really just the starting point for the rest of your tax obligations. Miss the deadlines that follow, and you’re not just late, you’re paying for it in penalties, interest, or lost planning opportunities. Please review the calendar and let us know if you have any questions […]

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 […]

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 […]

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 […]

Many small businesses assume they don’t have to worry about the play-or-pay provisions of the Affordable Care Act (ACA). However, those rules can become relevant sooner than expected if your business grows. Don’t let ACA compliance become a blind spot for your business. Here’s what you need to know to comply with the law’s requirements.

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 […]