News & Views

< back to Insights Gallery Most practice owners have a feel for how the practice is doing. The chairs are […]

Persistent economic uncertainty, changing interest rates, market volatility, and concerns about long-term returns have pushed many investors to look beyond publicly traded securities for growth opportunities. Increasingly, that search is leading to private markets.

Economists sometimes describe this environment as “labor equilibrium.” In economic terms, a labor market is in equilibrium when the supply of labor and employers’ demand for labor are broadly aligned. According to recent data, employers may now have more flexibility to hire thoughtfully, control labor costs and build stronger teams.

Most business owners rely on backward-looking financials that tell them where they have been, not where they are going. A cash flow forecast fills that gap by projecting future inflows and outflows, helping leaders spot problems early and make smarter decisions about hiring, investing, and financing. Updated consistently and tied to real business decisions, it shifts leadership from reactive to proactive.

The IRS just made it easier for families to fund Trump accounts without triggering an unexpected gift tax filing requirement. In Revenue Procedure 2026-25, the IRS established a safe harbor that allows qualifying donors to contribute cash to a child’s Trump account and skip Form 709 entirely, as long as key conditions are met. Here’s what you need to know before making contributions.

As home values rise, the federal home sale exclusion may no longer be enough to eliminate capital gains tax when a property is sold or inherited. The difference between a large tax bill and a smaller one can come down to how well a homeowner documented capital improvements over the years. Keeping a permanent record of qualifying expenses is one of the simplest steps homeowners can take to protect themselves.

Your first profitable year in business is worth celebrating. But it can also bring expensive tax surprises, especially if you’re still managing the business like you did when revenue was lower. Here are the most common mistakes new business owners make and what to do instead.

September is a season of transition. It’s a time to take stock of what’s working, make thoughtful adjustments, and prepare for what lies ahead. Whether you’re managing a business, planning your finances, or looking for new opportunities, the decisions you make today can have a lasting impact. This month’s insights offer practical guidance to help you build on your progress, navigate change, and make the most of the opportunities ahead.

< back to Insights Gallery For most business owners, the June estimated-tax payment is something to get off the desk. […]

Higher wages, elevated borrowing costs, supply chain adjustments, and continued pressure on essential expenses have created a financial environment where careful budgeting is more important than ever. In times like these, relying on last year’s spending patterns as a budgeting baseline can lead to unnecessary expenses and crimped cash flow. Instead, many financial professionals recommend a budgeting method known as zero-based budgeting.