Newsletters

Could bad debts lower your 2026 taxes?
Tue, Sep 1, 2026

Businesses with uncollectible receivables may qualify for a bad debt deduction, but strict IRS requirements apply. This article discusses which debts may be deductible, why the accounting method matters and the importance of documenting collection efforts before year end. A sidebar explains how debts with both business and personal motivations are treated for tax purposes.


4 tax-smart investment moves before year end
Tue, Sep 1, 2026

As year end approaches, investors have an opportunity to reduce taxes through strategic portfolio decisions. This article outlines four year-end tax planning strategies: harvesting capital losses or gains, avoiding the wash sale rule, timing the sale of appreciated investments, and donating appreciated securities.


Make the most of your HSA tax benefits
Tue, Sep 1, 2026

With year end approaching, eligible taxpayers should evaluate whether they’re making the most of their Health Savings Accounts (HSAs). This article explains how maximizing HSA contributions can reduce 2026 taxes while helping build tax-advantaged retirement savings for the future.


Ready your books for tax season
Tue, Sep 1, 2026

This article highlights the importance of separating business and personal finances and offers practical bookkeeping steps to improve accuracy before tax season.


Download the Full September Newsletter

Archived Newsletters

August's Topics

A new type of tax-advantaged account for children
Choosing the right business funding solution
Plan now for deferring tax on advance payments
Single? You still need an estate plan

 

July's Topics:

Simple retirement solutions for small business owners
How renting out your vacation home affects your taxes
Revisit your emergency fund goals
Backup withholding: What businesses should know
Tax Calendar

 

June's Topics:

Take advantage of expanded QSB stock tax benefits
Reducing IRS audit risk for small businesses
How an educational assistance program can strengthen your company's benefits package
Get ahead with a midyear tax review

 

May's Topics:

Turn a real estate sale into a tax-smart strategy
Before you shred: Know which tax records to keep
Plan carefully to minimize taxes on your inheritance
How hiring your child this summer can reduce taxes