When an employee’s Form W-4 raises red flags
July 29, 2026 | Caleb Pulst
An invalid Form W-4 or IRS lock-in letter can create payroll headaches. Learn how employers should respond and stay compliant.
Read MoreWhen the sale of an appreciated home triggers taxes — and when it doesn’t
June 24, 2026 | Paula Kennedy, EA
Selling your home? Learn when capital gains taxes may or may not apply and how exclusions can help you avoid additional taxes.
Demystifying like-kind exchanges
June 17, 2026 | Caleb Pulst
If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking about selling a property. If it has appreciated significantly, a Section 1031 like-kind exchange may allow you to defer tax on some or all of the gain. With this transaction, you exchange one property for […]
Don’t overlook these tax issues after a job loss
June 17, 2026 | Brian Hare, CPA, CGMA
Losing a job is stressful enough without unexpected tax consequences. Understanding the rules around unemployment benefits, health coverage, and retirement accounts can help you avoid unnecessary taxes and penalties.
Self-employed? Don’t overlook valuable tax deductions
June 10, 2026 | Amy Hare, CPA
If you’re self-employed, you can offset your business income with various business-related expenses. Learn about five examples that may apply to you.
The “kiddie tax” can apply long after childhood
June 10, 2026 | Megan Kosciolek, EA, MST
The “kiddie tax” isn’t just for kids. Read this blog to learn when it applies and how you can avoid unexpected tax consequences.
Beware of potential tax issues when selling self-created intangibles
June 3, 2026 | Paula Kennedy, EA
Selling intellectual property or business assets? Learn how self-created intangible assets may be taxed—and why it matters.
Should you make after-tax, non-Roth 401(k) contributions?
June 3, 2026 | Caleb Pulst
Are you maximizing every retirement savings opportunity available to you? Learn how after-tax 401(k) contributions can help you build a larger nest egg beyond standard contribution limits.
Protected: Self-employed? Don’t overlook a Roth IRA
May 27, 2026 | Brian Hare, CPA, CGMA
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Protect yourself from fraudsters impersonating the IRS and other tax scams
May 27, 2026 | Kaitria LaFleure
Tax scams are evolving and becoming trickier to identify. Read to learn about the most recent scams so you know what to watch out for.
What’s a “small business,” and why does it matter?
May 20, 2026 | Kimberly Cosens
What exactly is a “small business”? And what difference does it make for tax purposes? Read this blog to find out.










