Estate planning isn’t just for the ultra-rich. Learn why Gen Xers and Boomers should act now—especially with new tax laws, digital assets, and AI fraud risks reshaping the future of legacy planning.

Before slow-moving inventory turns into a warehouse graveyard, take a mid-year look at what’s working—and what’s not. Learn how to spot dead stock early, plan promos, and protect your bottom line in 2025.

The OBBBA has sought to provide some relief from the TCJA's stringent $10,000 cap on SALT deductions, albeit temporarily and with limitations for higher-income taxpayers.

A job loss is a challenging event that can have significant financial and tax implications. As individuals navigate the transition, understanding these implications and the resources available can mitigate some of the stress that accompanies such situations.

The Internal Revenue Service (IRS) permits taxpayers to deduct certain unreimbursed medical and dental expenses as itemized deductions on Schedule A of Form 1040. To qualify, these expenses must exceed 7.5% of your adjusted gross income (AGI).

Health issues, family emergencies, and burnout can strike at any time. Learn how small business owners can protect cash flow and keep operations running—even if they have to step away.

Planning for retirement is an essential journey to ensure financial stability during your golden years. Consider downsizing your living arrangements, optimizing tax deductions, and managing income from various sources (some for the first time).

Retirement doesn’t mean you stop paying taxes. Learn how to avoid RMD penalties, reduce Medicare surcharges, and plan smarter withdrawals to keep more of what you’ve saved.

If you and your spouse both earn high incomes, you may be paying more tax than you should. Learn how dual-income couples can reduce tax liability with smart, proactive strategies.

IRS audits are getting smarter, not softer. Learn how the IRS uses AI, DIF scoring, and third-party data matching to flag returns—and how to protect yourself.