Resources

Inflation-adjusted tax provisions: 2026 updates

Inflation-adjusted tax provisions: 2026 updates

Discover the latest inflation-adjusted tax changes for the 2026 tax year, driven by the One, Big, Beautiful Bill Act (OBBBA). From standard deduction hikes and modified marginal tax rate thresholds to expanded credits for adoption and employer-provided childcare, these updates can significantly influence your financial planning. Delve into how these modifications could impact your taxes and optimize your strategy for the upcoming year.
Final regulations released on increased catch-up contributions under SECURE 2.0

Final regulations released on increased catch-up contributions under SECURE 2.0

The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance.
Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here's a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.
Using POD and TOD Accounts in Your Estate Plan

Using POD and TOD Accounts in Your Estate Plan

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
No tax on tips: What occupations qualify? What are qualified tips?

No tax on tips: What occupations qualify? What are qualified tips?

What employers should know about IRS proposed regulations clarifying the "No tax on tips" provision in the OBBBA.
Tax breaks for tipped workers: qualifying for the new deduction

Tax breaks for tipped workers: qualifying for the new deduction

Discover how the groundbreaking "no tax on tips" provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.
Preparing for the end of federal paper checks

Preparing for the end of federal paper checks

Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to prepare.
New IRS Electronic Payment Mandate Impacts FIRPTA Transactions

New IRS Electronic Payment Mandate Impacts FIRPTA Transactions

Aprio Insights on the New IRS Electronic Payment Mandate Impacts FIRPTA Transactions. Read the article.
The OBBB and ERC Audit Risk: Three Steps to Defending Your Claim

The OBBB and ERC Audit Risk: Three Steps to Defending Your Claim

The OBBB Act made changes to the Employee Retention Credit (ERC) program by retroactively invalidating certain claims and extending the statute of limitations for an audit to six years.
Financial Survival Guide for Startups

Financial Survival Guide for Startups

Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.
The Overlooked Importance of HR in Growing Businesses

The Overlooked Importance of HR in Growing Businesses

For many small and midsize businesses, HR dysfunction isn't about negligence. It's about capacity. Most founders don't build their companies with an HR strategy in mind. Learn how to solve this problem with a fractional HR resource.
You’ve filed an S election – now what? A practical compliance checklist for new S corps

You’ve filed an S election – now what? A practical compliance checklist for new S corps

Making the jump to S-corporation status probably wasn't an impulse decision; you looked at your books, saw profits piling up well beyond the salary you pay yourself, and decided it was time to stop paying self-employment tax on every extra dollar. However, the S election is more than just a single signature on Form 2553; it introduces a new set of rules.
Critical updates on energy credits

Critical updates on energy credits

The One Big Beautiful Bill Act (OBBBA) is changing the landscape of energy tax credits by accelerating expiration dates, leaving homeowners, businesses, and car buyers scrambling to capitalize on incentives for renewable energy and clean vehicles. This article covers several upcoming deadlines for anyone planning energy-efficient upgrades or investments.
Adapting to the OBBB: A Strategic Roadmap for Nonprofits

Adapting to the OBBB: A Strategic Roadmap for Nonprofits

OBBB's tax law changes reshape nonprofit strategies, fundraising, and donor incentives. Learn key updates and how nonprofits can adapt.
OBBB Act and Section 174: To Amend or Not to Amend

OBBB Act and Section 174: To Amend or Not to Amend

Aprio Insights on the OBBB Act and Section 174: To Amend or Not to Amend. Read the article.
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