Newsletters

Simple retirement solutions for small business owners
Wed, Jul 1, 2026

Small business owners seeking a flexible, cost-effective retirement plan may benefit from a Simplified Employee Pension (SEP) plan. This article explains how SEP plans work, including setup and contribution limits. It also discusses other plans to help businesses choose an option that aligns with their goals and supports their employees.


How renting out your vacation home affects your taxes
Wed, Jul 1, 2026

Renting out a vacation home can generate additional income, but it also brings important tax considerations. The article explains how rental and personal use days affect income reporting, allowable deductions and loss limitations. It highlights key rules, including the 14-day threshold and expense allocation requirements, to help homeowners better understand how to manage the tax implications of short-term property rentals.


Revisit your emergency fund goals
Wed, Jul 1, 2026

An emergency fund is an important part of a healthy financial plan. Periodic reviews can help ensure savings reserves still align with current expenses, liquidity needs and long-term financial goals.


Backup withholding: What businesses should know
Wed, Jul 1, 2026

Businesses that hire independent contractors need to understand when backup withholding applies and the reporting requirements to remain compliant and avoid IRS penalties. This article covers the basics.


Tax Calendar
Wed, Jul 1, 2026

This calendar notes important tax deadlines for the third quarter of 2026.


Download the Full July Newsletter

Archived Newsletters

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

 

 

April's Topics

What to know if you receive an IRS notice
The IRS criteria for distinguishing hobbies from businesses
Common growth mistakes small businesses make
Are college scholarships really tax-free?
Tax Calendar

 

March's Topics:

What's new for retirement catch-up contributions in 2026
Businesses regain immediate deduction for R&E expenses
IRS expands digital asset reporting with new Form 1099-DA
Employee engagement may be weaker than it appears