Get Ahead of Taxable Benefits

by Lori Bowden | Oct 4, 2026 | Business, Newsletter, Tax

Could You Owe the NIIT?

by Lori Bowden | Oct 3, 2026 | Individuals, Newsletter, Tax

Tax-Smart Building Improvements

by Lori Bowden | Oct 2, 2026 | Business, Newsletter, Tax

Charitable Givers Get a New Tax Break

by Lori Bowden | Oct 1, 2026 | Newsletter, Tax

Could Bad Debts Lower Your 2026 Taxes?

by Lori Bowden | Sep 4, 2026 | Business, Newsletter, Tax

When customers or others don’t pay what they owe your business, you may be able to claim a bad debt deduction to help offset the financial loss. But it isn’t automatic. Businesses must satisfy specific federal tax rules and maintain adequate records to support the...

4 Tax-Smart Investment Moves Before Year End

by Lori Bowden | Sep 3, 2026 | Business, Individuals, Newsletter, Tax

As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your...