After filing your 2025 tax return, a few simple follow-up steps can help you stay organized, avoid issues, and plan ahead for 2026.

Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed, the opportunity to contribute for that year is lost forever.

While many taxpayers are still gathering their documents to file their 2025 taxes, we are looking ahead to changes coming in 2026 and 2027. Knowing what’s coming can help you avoid surprises and take advantage of new opportunities.

Does your family business keep its strategic decisions within the family? It’s common for family businesses to assign relatives to positions of authority and require other employees to defer to them. But “common” doesn’t necessarily mean “good.”

If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose a Simplified Employee Pension (SEP), you’ll be able make deductible 2025 contributions to it, saving you taxes.

Payroll fraud schemes can be costly — and for small businesses, devastating. The Association of Certified Fraud Examiners (ACFE) has found that the median loss from payroll fraud schemes is $50,000.

Many owners assume that since their business is successful, they will automatically get the highest price once they decide to sell, but that is not always the case.

Charitable giving has long been a cornerstone of tax planning. Before the 2025 year closes, we wanted to make you aware of several significant changes to the charitable giving tax rules that will take effect in 2026, reshaping the landscape for donors. Understanding these changes is crucial for maximizing the impact of your philanthropy and your tax savings.