by Lori Bowden | Aug 4, 2026 | Business, Individuals, Newsletter, Tax
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly referred to as the One Big Beautiful Bill Act, these tax-advantaged savings accounts, also known as Trump Accounts,...
by Lori Bowden | Aug 3, 2026 | Business, Newsletter
Access to capital helps small businesses succeed and grow. Whether you need to cover cash flow gaps, fund expansion plans or invest in long-term assets, it’s important to understand all your financing options. This will help you make informed decisions and select...
by Lori Bowden | Aug 2, 2026 | Business, Newsletter, Tax
With year-end fast approaching, now is a good time to review strategies that could affect your business’s 2026 tax liability. One area that may deserve attention is the tax treatment of advance payments. Some accrual-basis businesses may be able to defer recognizing a...
by Lori Bowden | Jul 4, 2026 | Business, Newsletter
Offering employees retirement options can be an effective way for small business owners to attract and retain talent. If you’re concerned about cost and administrative complexity, you’re not alone. Fortunately, several options are available, including a Simplified...
by Lori Bowden | Jul 1, 2026 | Business, Newsletter, Tax
In most cases, you aren’t required to withhold taxes from payments to independent contractors. However, there are situations in which the “backup withholding” rules apply. Backup withholding is most commonly required when a contractor fails to provide a correct Social...
by Lori Bowden | Jun 4, 2026 | Business, Individuals, Newsletter
Investors often look to small, emerging companies for portfolio diversification and growth potential, but these investments can offer more. Certain shares may also provide valuable tax advantages under the qualified small business (QSB) stock rules. Tax legislation...
