News & Insights

You may need to make estimated tax payments if

You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. You also […] Read More

Monthly memberships

In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a few magazines or newspapers stacked up, you might not pay […] Read More

An overview of renter’s insurance

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, or because the property is already insured by the owner. While it is […] Read More

Year-end charitable gifting and you

Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you […] Read More

Financial strategies for women

Key takeaways Despite sharing money management duties, only 16% of women feel very confident in their ability to retire comfortably. Compound interest may be one of the greatest secrets of smart investing. And time is […] Read More

The One Big Beautiful Bill and you

On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax cuts set to expire this year, making some of those […] Read More

Do you owe the AMT?

American educational reformer Horace Mann called education, “the great equalizer.” In football, it’s been said that turnovers are the great equalizer. In taxes, there’s also an equalizer of sorts; it’s called the alternative minimum tax, […] Read More

Social media: #NewestBusinessLiabilityRisk

The stories of social media fails are legendary—companies using inappropriate humor regarding serious social issues, typographical errors, and pop references that backfire. These examples represent reputational issues that can affect your company’s brand and its […] Read More
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