Changes under the OBBBA have increased the importance of early planning and project timing for tax-exempt organizations pursuing clean energy tax credits.

If your organization sponsors a 401(k) or other qualified retirement plan, you may have encountered a common but often overlooked challenge: former employees who can no longer be reached. Known as "missing participants," these individuals can create administrative headaches today and serious compliance problems down the road. Here is what you can do about it.

If you or someone you love receives a financial award or settlement for personal injuries, understanding the tax implications can make a significant difference in how much you actually keep. The rules vary widely depending on the nature of the claim, the type of damages, and how attorney fees are handled.

Congress passed the Common Cents Act (H.R. 10167), which ends the production of pennies for general circulation and creates a federal method for rounding cash transactions to the nearest 5 cents.

When HMOs emerged in the 1970s, the idea was straightforward: keep people healthy and costs will follow. For a while, it worked. But rising premiums, reduced benefits, and growing frustrations among doctors and patients suggest managed care may have lost its way. Has the system failed to deliver on its original promise?

The One Big Beautiful Bill Act created a new federal deduction for qualified overtime income, and the IRS has now updated its FAQs with important guidance for employers. Starting in 2026, new W-2 reporting requirements apply. Learn what the rules mean for your payroll systems, FLSA compliance, and employee communications.

Antifraud training is a great first step, but it only goes so far. If your employees don't have the authority and processes to act on their suspicions, fraud can go undetected. Learn how to establish clear escalation procedures, protect whistleblowers from retaliation, and turn your workforce into your strongest line of defense.

Running a small business means more than just issuing paychecks. From FICA and federal income tax withholding to unemployment obligations at both the state and federal levels, payroll taxes come with real complexity. Understanding the basics can help you protect your cash flow, stay compliant, and avoid costly penalties down the road.

Starting a small business takes more than a great idea. From validating your concept and writing a business plan to choosing the right legal structure, securing funding, and building an online presence, success requires careful planning at every stage. Here are 12 essential steps to help get your new venture off the ground.

Business interruption insurance can replace lost income and cover continuing expenses after a covered disaster, but filing a claim is rarely simple. A business valuation professional can help quantify your losses, meet policy deadlines, and build a well-documented claim. Learn what is covered, what mitigation requires, and how expert guidance can protect your recovery.

FinCEN has permanently exempted U.S.-created businesses from the Corporate Transparency Act's beneficial ownership reporting requirements. While most domestic entities no longer need to file, update, or correct BOI reports, foreign entities registered to operate in the U.S. may still face compliance obligations, penalties, and reporting deadlines under the final rule.

Owning a boat or RV is about more than weekend getaways and open waters. These prized possessions can also come with meaningful tax advantages. From deducting mortgage interest to leveraging charitable donation rules, there are several strategies worth knowing. Here is a brief look at four key tax-saving opportunities available to boat and RV owners.

A home remodel can boost your property's value, but financial success is never guaranteed. From selecting the right projects to managing budgets, contractors, and tax implications, smart planning is key. Learn which renovations deliver the strongest returns and how to protect your investment every step of the way.

One of the most meaningful financial gifts you can give a working child or grandchild is the habit of saving early. Even a few years of IRA contributions during their teens or early twenties can grow into a substantial, tax-advantaged nest egg by retirement. Learn why a Roth IRA is often the best place to start.

The IRS has released its 2026-2027 special per diem rates for business travel, and the changes took effect October 1st. If your company reimburses employees for travel expenses, now is the time to update your rates, review your reimbursement policy, and ensure your expense systems reflect the latest IRS guidance before outdated rates create compliance problems. Read our latest article to learn what changed, what it means for your business, and what your finance team should do right now.