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Keeping our clients updated with the latest regulatory changes and tips for continued success.

New Deduction for QPP Can Save Significant Taxes

December 2, 2025

The One Big Beautiful Bill Act (OBBBA) allows 100% first-year depreciation for nonresidential real estate that’s classified as qualified production property (QPP). This new break…

What You Need to Know About Deducting Business Gifts

December 1, 2025

Thoughtful business gifts are a great way to show appreciation to customers and employees. They can also deliver tax benefits when handled correctly. Unfortunately, the…

Contractors: How’s Your Succession Plan Coming Along?

November 27, 2025

A 2024 survey conducted by consultancy FMI in partnership with the Construction Financial Management Association found that 58% of contractors who responded didn’t have an…

New Tech Safeguards for New Tech Risks

November 25, 2025

Technology seems to change at the speed of light. Even a few years ago, many people had never heard of AI! Now, most not-for-profits are…

Federal Tax News for Individuals

November 21, 2025

The IRS has announced its annual inflation-adjusted income tax brackets and other amounts. For 2026, the highest rate (37%) will apply to taxable income over…

The Power of Annual Planning: Don’t Let Your Practice Drift

November 20, 2025

Written by Fortune Management “The path to success is to take massive, determined action.” — Tony Robbins Most practices start the new year with good…