May 7, 2026 | Personal Financial Planning
Trump Accounts are a new type of individual savings accounts for eligible children who are under age 18 at the end of the calendar year when the election is made. A one-time $1,000 pilot program contribution from the federal government into a Trump Account will be... 
May 5, 2026 | Closely Held Business, Featured News and Events, Personal Financial Planning, Tax News
As reported by Accounting Today, many accounting firms are starting to see an increase in scams involving the CP53E notices that the Internal Revenue Service has been sending to taxpayers this year when they do not provide their direct deposit information. The notices... 
Apr 28, 2026 | Personal Financial Planning, Tax News
Designed to ensure fair treatment, transparent communication and legal protections, the IRS’ Taxpayer Bill of Rights outlines 10 key principles, ranging from the right to be informed to the right to appeal an IRS decision in an independent forum. Furthermore,... Apr 23, 2026 | Business Planning, Tax News
If you travel a few times a year — or even more often — for work, flights, hotels, and client dinners can add up quickly. The good news is that you can deduct many of these costs if the trip qualifies as a business expense. When you understand what counts and what... 
Apr 21, 2026 | Accounting & Audit Updates, Business Planning
Audits play an important role in creating transparency for clients. They also help build confidence in a company’s financial reporting. During uncertain business conditions, an audit can provide added reassurance. At their core, audits review a company’s financial... 