by Lori Bowden | Apr 2, 2026 | Business, Newsletter
A recent survey found that 45% of small businesses reported growth, but 78% wanted to grow. This January 2026 data from Intuit QuickBooks Small Business Insights suggests that many small businesses are struggling to achieve their expansion goals. Small businesses...
by Lori Bowden | Apr 1, 2026 | Individuals, Newsletter, Tax
Generally, scholarships received by degree candidates are tax-free to the extent they’re used for qualified tuition and related expenses. These include tuition, mandatory fees and required books, supplies and equipment. Amounts used for nonqualified expenses — such as...
by Lori Bowden | Mar 4, 2026 | Individuals, Newsletter, Tax
Beginning in 2026, a significant change to retirement plan catch-up contributions takes effect. Part of the 2022 Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, the change affects higher-income taxpayers age 50 and older who contribute to...
by Lori Bowden | Mar 3, 2026 | Business, Newsletter, Tax
If your business conducts research or product development, a significant tax law change could unlock tax savings. The 2025 tax legislation, commonly known as the One Big Beautiful Bill Act (OBBBA), reinstated the ability to immediately deduct domestic research and...
by Lori Bowden | Mar 2, 2026 | Individuals, Newsletter, Tax
If you buy, sell or trade digital assets, such as cryptocurrency or certain non-fungible tokens (NFTs), new reporting requirements will likely affect how your transactions are reported to and reviewed by the IRS. While these rules don’t change how digital assets are...
by Lori Bowden | Mar 1, 2026 | Individuals, Newsletter, Tax
If you or someone you know plans to mail a tax return this season, there is an important deadline you need to meet before April 15. Effective December 24, 2025, the U.S. Postal Service updated the method for determining postmark dates. The change is technical, but the...
