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Plain-English tax and business insights from our team — individual tax, business tax, equity compensation, payroll and more.
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Recent articles
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Helping clients avoid employment tax criminal penalties
Among your responsibilities as an employer is the requirement to collect, report, and pay payroll tax as required by federal and state…
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Claiming the R&D credit against payroll tax or AMT
Smaller businesses have more ways to use the R&D credit than many owners realize. In particular, qualifying companies can claim the R&D…
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Accounting for LLC Conversions
Limited liability companies are everywhere today. Because their management structure is flexible, LLCs have become a common way to own and run…
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The Angel Investor Tax Break That Could Save You Millions (Section 1202)
Angel investors and founders often overlook one of the biggest tax breaks for startups. Section 1202 lets you exclude some or all…
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RSU: WHAT SHOULD I DO WITH COMPANY STOCK?
RSU: Two reasons to sell the shares as soon as the RSU vest are: If you were paid a cash bonus, you…
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Equity Compensation 101: RSUs (Restricted Stock Units)
Restricted stock units (RSUs) are one of the most common ways companies share ownership with employees. If you work at a public…
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QSBS: How to Sell C Corporation Shares Partly or Fully Tax-Free
Qualified small business stock (QSBS) can let founders, employees and investors sell C corporation shares partly or fully free of federal income…
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2026 Year-End Tax Planning Checklist for High Earners, Business Owners & Investors
Your 2026 year-end tax planning checklist: new charitable and SALT rules, 401(k) and IRA limits, business depreciation, and deadlines through April 2027.
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TIME FOR A WITHHOLDING CHECKUP?
IRS rolled out a new tool to prevent nasty refund surprises at tax time This tax season a bunch of stories hit…
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INVESTMENT-SPECIFIC INTEREST AND TAXES
Home- and Mortgage-Related Deductions Mortgage interest deductions capped In the past, homeowners who took itemized deductions could count interest payments on debt…
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DO I HAVE TO FILE TAXES?
Although nearly 200 million Americans file tax returns every year, not everyone has to. But new tax laws and other filing requirements…
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Using the Investment Interest Deduction (Form 4952)
If you borrow money to invest, the interest you pay may be deductible. The investment interest deduction can offset part of the…
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Articles are general information. For advice on your own taxes, talk with our team.
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