Resources

Discover how section 1202 and OBBBA changes create new estate planning opportunities using nongrantor trusts to multiply QSBS exclusions.

Get actionable guidance on cybersecurity risk management for nonprofits. Enhance your organization's defenses against phishing, ransomware, and more.

The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows businesses to fully deduct the cost of qualified property in the year it's placed in service, rather than depreciating it over several years.

What Companies Need to Know About the Recent Surge in Investment Scams.

As a dental practice owner, few things disrupt your focus like the prospect of an IRS audit. Between managing patient care, staff, and daily operations, tax compliance can feel overwhelming -- especially with increased IRS scrutiny of small businesses. This guide shows you how to transform tax compliance from a source of stress into a standard business process, with practical strategies for building an "audit-ready" system that protects your practice and maximizes profitability.

RSM US explains the tax credits and incentives for which everyday business initiatives may qualify.

Learn how to spot common IRS audit red flags and how your dental practice can build an effective audit-preparedness system for ongoing compliance.

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

For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn't have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.

Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can help you stay on track and avoid costly IRS penalties.

Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.

The IRS and Congress have enacted tax law changes and regulatory updates that take effect this month and will impact individual taxpayers, employers, retirement plan sponsors, and businesses of all sizes. From tax filing to retirement planning, here are a few key things you should know about what’s new this year.

The Texas Comptroller has determined through a recent private letter ruling that fees from an app-based fuel discount program are indeed treated as taxable data processing services. Businesses should consult a tax advisor to understand the impact.

Learn how to prepare for and respond to a business crisis with proven strategies. This guide covers real-world missteps, leadership tactics, and financial planning tips to help your business recover and thrive.

Think you know how capital gains work? Think again. Here are 4 surprising capital gains mistakes investors make—and how to avoid a surprise tax bill.