News & Insights
How to Prepare for your Audit
Preparing for an audit can feel overwhelming. In this video, we walk you through what to expect and how to get organized so your audit process runs smoothly and efficiently.
Beyond basis: understanding at-risk limits on loss deductions
Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning.
A financial guide for heirs navigating inherited assets
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other inherited assets.
Preparing for the end of federal paper checks
Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to prepare.
Debt-financed distributions for pass-throughs: how they work and when they make sense
When a pass-through business takes out a loan at the entity level and immediately distributes the borrowed funds to its owners, this is considered a debt-financed distribution. This maneuver provides owners with immediate liquidity without triggering a current tax bill, as long as they have sufficient tax basis to cover the distribution.
A tax-focused walk-through of the One Big Beautiful Bill Act
The One Big Beautiful Bill Act overhauls the tax code, locking in many 2017 cuts and unveiling new relief for workers, families, and businesses. Read our article for an overview of new rules created by the Act, in addition to extensions or enhancements of existing provisions.
What to do if you receive a notice from the IRS
Did you receive a letter from the IRS? Learn what steps you should take and mistakes to avoid in responding to a notice.
How to protect your retirement accounts during market volatility
Market swings can be unsettling, but they don’t have to weaken your retirement plan. Learn how a strategic blend of short-, mid-, and long-term investments, plus flexible withdrawal methods, can build financial resilience.
Tariffs and trade wars: how businesses can adapt and manage costs
Explore how global tariffs and trade changes can impact your business and learn strategies for successful adaptation. Discover practical tips on cost management in our latest article.
Breaking down the April budget resolution and the House-passed reconciliation
Congress is paving the way for sweeping tax changes with the passage of the 2025 budget resolution and a new House reconciliation bill. From bonus depreciation and R&D expensing to the fate of TCJA provisions, the coming months could reshape tax planning for businesses and individuals alike. Read on for a breakdown of key proposals and what they could mean for your bottom line.
Forbes 2025 Best-In-State CPAs
We're thrilled to share that our CEO, Bobbie Hales, has been recognized as one of California’s top CPAs!
Choosing between donor-advised funds and private foundations
Choosing the right charitable giving vehicle can make all the difference in achieving your philanthropic goals. Whether you’re drawn to the simplicity of a donor-advised fund or the control and legacy-building potential of a private foundation, understanding the key differences is essential. Explore how these tools can amplify your impact and help you create a lasting legacy.
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