Articles
Estate Planning for 2026 and Beyond
Until recently, much tax uncertainty surrounded estate planning. The Tax Cuts and Jobs Act doubled the federal gift and estate tax exemption to an inflation-adjusted
Sudden Inheritance or Bonus? Make Smart Financial Moves
An unexpected influx of money (such as from an inheritance, bonus, legal settlement or lottery win) can feel exciting and full of possibility. But without
Businesses: Act Soon to Take Advantage of Clean Energy Tax Incentives
While legislation signed into law in 2025 extends or enhances many tax breaks for businesses, it ends some clean energy tax incentives. Fortunately, your business
Navigate the Tax Landscape: Understanding the One Big Beautiful Bill Act
On December 12th, Austin Wynn, CPA and Brent Bathurst, CPA presented a webinar on the One Big Beautiful Bill Act, signed into law on July
The QBI Deduction: Good News for Eligible Business Owners
If you’re a small business owner or you’re self-employed, there’s good news on the tax front. The Section 199A qualified business income (QBI) deduction, a