News
Lending to Family or Friends? Know the Tax Rules
Making a personal loan to a family member or friend can create unexpected tax issues. If the loan carries little or no interest, the IRS
Plan Now for Deferring Tax on Advance Payments
With year-end fast approaching, now is a good time to review strategies that could affect your business’s 2026 tax liability. One area that may deserve
Choosing the Right Business Funding Solution
Access to capital helps small businesses succeed and grow. Whether you need to cover cash flow gaps, fund expansion plans or invest in long-term assets,
A New Type of Tax-Advantaged Account for Children
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly
Backup Withholding: What Businesses Should Know
In most cases, you aren’t required to withhold taxes from payments to independent contractors. However, there are situations in which the “backup withholding” rules apply.
Revisit Your Emergency Fund Goals
An emergency fund is key to long-term financial security. Over time, changes in expenses, income, family needs and financial priorities can affect how much emergency