08/14/2026
Interest rates remain elevated, making every borrowing decision more important. Learn when to refinance, finance equipment, lease, or pay down debt—and how tax planning can lower your true cost of capital.
Smart Borrowing in a Higher-Rate Economy
Learn when to refinance, finance, lease, or pay down debt—and how tax planning can reduce borrowing costs.
08/14/2026
Before fall gets busy, take time to refresh your marketing and reconnect with your clients. Consistent communication builds lasting relationships.
08/13/2026
Medicaid waiver payments can create unusual tax issues because they sit at the intersection of health care, social services, and the tax code. For many caregivers, these payments are not just compensation for providing daily care; they can also affect eligibility for the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC).
Medicaid Waiver Payments: Tax Rules for Caregivers
Learn how Medicaid waiver payments are taxed, when they may be excluded from income, and how they can affect the EITC and Additional Child Tax Credit.
08/12/2026
Challenges are part of every journey. What matters most is your willingness to learn, adapt, and keep moving forward.
08/11/2026
Learn how cryptocurrency is taxed, including selling, spending, mining, staking, crypto payments, charitable donations, capital gains, and IRS reporting.
Cryptocurrency and Taxes: What Taxpayers Need to Know
Learn how cryptocurrency is taxed, including selling, spending, staking, mining, crypto payments, donations, capital gains, and IRS reporting rules.
08/11/2026
An HSA offers one of the most powerful tax advantages available. Ask your tax professional if you're maximizing this valuable benefit.
08/10/2026
Progress isn't about getting everything right—it's about continuing to move forward. Make this week one of steady action and meaningful progress.
08/07/2026
Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning
Treasury Flags Tax-Aware Investment Strategies: What Wealthy
Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning.
08/07/2026
Seasonal marketing helps your business stay top-of-mind. Look for opportunities to connect your products or services to what your customers are already thinking about.