2026 Tax Planning
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Expecting a big revenue year? Consider tax moves before year end
For most small business owners, strong revenue growth is something to celebrate. But a profitable year can also significantly increase your income tax liability. If…
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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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Restricted stock deserves attention before year end
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential…
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Midyear tax planning: Review opportunities to save taxes this year (or next)
Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a…
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Tax mitigation strategies when rebalancing your investment portfolio
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance…
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Your post-tax-filing checklist
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some…
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