For high-income professionals locked out of traditional Roth contributions, mega Roth conversions offer a powerful alternative. By contributing after-tax dollars to fill unused space under the $72,000 annual 401(k) limit and immediately converting them to Roth, eligible savers can funnel tens of thousands annually into tax-free growth.
Trump Accounts are a new type of tax-advantaged retirement account for children, created under 2025 legislation and clarified by recent IRS guidance. While contributions can’t begin until mid-2026, families can begin preparing now. This article explains what is currently known, what remains uncertain, and how Trump Accounts compare to other common savings tools like Roth IRAs and 529 plans.
The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows businesses to fully deduct the cost of qualified property in the year it’s placed in service, rather than depreciating it over several years.
For many parents, providing financial security for their children is a top priority. But building that security involves more than funding college or opening a savings account. The real goal isn’t just to transfer wealth – it’s to prepare the next generation to manage, grow, and protect it.
Mitigate the risk of IRS reclassification of compensation as disguised dividends. Learn how C corporations can structure owner-employee pay to stay compliant and tax-efficient.
When we talk about gifting as part of a tax strategy, many people assume it’s something only the ultra-wealthy need to worry about. But gifting is actually one of the simplest and most powerful financial planning tools available – and a thoughtful gifting strategy can make a meaningful difference for your family, both now and in the long run.
Starting in October 2025, the IRS stopped issuing paper checks for federal disbursements, including tax refunds, unless an exception applies. For more information, go to IRS.gov/ModernPayments.
Smart borrowing can fuel growth—or quietly erode your business’s profitability if not managed with precision. This article explores how to size loans appropriately, avoid costly missteps, and align financing with your overall strategy.
For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn’t have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.
Your business is finally profitable, but is it profitable enough for an S-corp election? Learn the revenue, cash-flow, and compliance milestones that signal it’s time.
Your company is unique, and we may not be able to answer your specific questions within a blog post. Contact us and let our experts find the solution that’s right for you.
