Blog
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Watch out for the growing reach of the additional 3.8% tax on investment income
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually…
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Consider an installment sale to optimize taxes when selling your business
Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the…
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A small business primer on expense deductions
Whether your small business is new or you’ve run it for decades, you may not fully understand which expenses are potentially tax-deductible and which aren’t.…
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What higher 2026 AMT risk may mean for your year-end tax planning
Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you may be affected, consider the…
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What are the tax implications of cryptocurrency transactions?
If your small business accepts, uses or invests in Bitcoin, Ethereum or other forms of cryptocurrency, accurate reporting and detailed records are critical for federal…
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Prepare a successor to lead your family business
Are you planning to retire or move on from your family business in the next five to ten years? If so, and you know who’ll…
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