Insights

Help your nonprofit address growing cyber risks with practical guidance on password management, employee training, and vendor security for 2026 and beyond.

Dividing retirement accounts during divorce requires careful planning to avoid serious tax consequences. From IRA rollovers to QDROs for qualified plans, understanding the rules can save you from unexpected tax bills, penalties, and financial setbacks. Learn the essential strategies to protect yourself.

Many investors treat their 401(k) as a standalone account, missing opportunities to optimize their overall portfolio. Learn how to strategically coordinate your 401(k) investments with your other holdings, consider tax implications, and avoid over-concentration in employer stock to maximize your long-term investment results.

COBRA administration presents significant compliance challenges for employers, with costly penalties for mistakes. From tracking eligibility to managing notifications and premium collections, the administrative burden is substantial. Many companies are turning to third-party administrators to reduce risk, control costs, and free up HR staff for more strategic initiatives.

A recent Tax Court ruling against the Estate of Anne Milner Fields demonstrates how deathbed transfers and insufficient asset retention can cause family limited partnerships to fail IRS scrutiny, resulting in the loss of valuable valuation discounts and potential penalties under IRC Section 2036(a).

Private equity firms offer growth capital and expertise, but selling to PE isn’t a traditional exit. Understanding the partnership dynamics, tax implications, and operational changes is essential before pursuing a deal. Learn what makes your company attractive to PE investors.

Even the most carefully crafted estate plan won’t help your family if they can’t find your documents when needed. From wills to powers of attorney, knowing where to store these critical documents and ensuring your loved ones can access them is essential to avoiding unnecessary stress and legal complications.

With the federal estate tax exemption now at $13.99 million, many families assume estate planning is only for the ultra-wealthy. But an up-to-date estate plan is essential for everyone. Life changes—from family transitions to asset shifts—require regular reviews to ensure your wishes are honored.

The qualified business income deduction can save eligible small business owners up to 20% on their taxes. However, complex limitations and special rules for service businesses mean you need to understand the requirements. Learn how this valuable deduction works and strategies to maximize your tax savings.

Many taxpayers miss out on valuable medical expense deductions because they don’t know what qualifies. From laser eye surgery to medically prescribed vitamins, the list of deductible expenses is broader than most people realize. Understanding these rules could help you reduce your tax bill.