deepdive.

The IRS just released its Top 10 Tax Crime Cases of 2025. These real cases show how small tax issues can quietly grow into serious problems, and what taxpayers can do to avoid them.

If margins are thin and cash flow feels unpredictable, pricing is often the real issue. Here’s why pricing is a CFO advisory conversation — not a guess — and how it shapes long-term stability.

As the tax season gets underway, scammers are plotting to take advantage of your fear of the IRS to steal your identity, your tax refund, or even to dupe you into sending them money to pay for made-up tax liabilities. Don’t be a victim of these scams. Stop and think before being caught in a scammer’s web.

Designated Roth accounts provide a compelling retirement saving strategy for those seeking tax-free income in their golden years. With no income restrictions with respect to making contributions to this type of account and the flexibility to make combined traditional and Roth contributions, these accounts cater to a broad range of financial strategies.

Social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as accessible as these platforms are, they pose a significant risk when used as a source for tax advice. Misleading or just plain wrong tax advice on social media can result in serious consequences for taxpayers.

A simple profitability check can reveal hidden risks and opportunities in your business. Learn how to review KPIs, prioritize problem areas, and identify top revenue generators to build a stronger, more profitable 2026.

Navigating the tax implications of scams and theft losses can be complex, especially considering legislative changes that generally limit casualty and theft losses to those associated with a disaster.  However, if you've fallen victim to a scam, there is still an important tax avenue available for you.

With so many people talking about moving for tax reasons, it’s easy to miss the full picture. Before you pack up, here’s the tax conversation every family should have — and why it’s one you shouldn’t have alone.

Start 2026 with clarity and confidence. Learn seven simple, tax-smart financial habits anyone can adopt to make the year easier — no investment advice required.

Many small and mid-sized businesses are profitable on paper but still feel cash-strained. Here’s why cash flow behaves differently from profit, and why it’s a CFO advisory conversation worth having.