deepdive.

Employee bookkeeping fraud can devastate a small business. Learn common fraud schemes, warning signs, and practical internal controls to protect your company.

Trump Accounts in 2026 offer up to $5,000 annual contributions plus a $1,000 government seed for eligible children. Learn how they work, tax rules, projections, and how they compare to 529 plans.

As the landscape of charitable giving continues to evolve, 2026 ushers in significant changes in the tax treatment of donations. For both itemizers and non-itemizers, understanding the new rules is crucial to maximizing the benefits of charitable contributions and ensuring compliance with tax obligations.

A reverse mortgage is a financial product that allows homeowners, typically aged 62 or older, to convert part of their home equity into cash. Unlike a traditional mortgage, where the homeowner makes payments to a lender, in a reverse mortgage, the lender makes payments to the homeowner.

Advisory services go beyond historical tax and bookkeeping work to help you plan ahead, make smarter decisions, and reach long-term financial goals. Learn what advisory is and whether it’s right for you.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has permanently reinstated the ability for businesses to immediately deduct domestic Research and Experimental (R&E) expenditures, reversing a controversial change made by the Tax Cuts and Jobs Act (TCJA) of 2017.

If one client generates over 15% of your revenue, buyers see risk. Learn how client concentration affects valuation, due diligence, and what to do before you sell.

The IRS has introduced proposed regulations that outline the eligibility criteria for deductions on interest paid on loans for qualified passenger vehicles intended for personal use.

The reporting requirements for Form 1099-DA officially take effect for the 2025 tax year, with brokers sending the forms to taxpayers and the IRS in early 2026. Before this change, reporting digital asset transactions was largely dependent on self-reported data, which often led to inconsistencies and underreporting.

To prevent taxpayers from selling a security to claim a loss and then immediately repurchasing the same or a “substantially identical” security, the tax code has a “wash sale” rule: the loss is disallowed if the repurchase occurs within 30 days before or after the sale that resulted in the loss.