Category: Article

February 18, 2026

Year-Round Capital Gains Tax Planning Strategies for Individuals and Business Owners
Year-Round Capital Gains Tax Planning Strategies for Individuals and Business Owners
By David Evans|Categories: Article, Businesses, Tax|4.3 min read|
February 10, 2026

The #1 Hidden Risk in Large Benefit Plans
The #1 Hidden Risk in Large Benefit Plans
By Jennifer Allen|Categories: Article, Employee Benefit Plans|4.8 min read|
February 10, 2026

How Audit Deficiencies Create Organizational Risk
How Audit Deficiencies Create Organizational Risk
By Michael Giess|Categories: Article, Employee Benefit Plans|5.3 min read|
January 27, 2026

2026 Partner and Principal Announcement
2026 Partner and Principal Announcement
By Sarah Stage|Categories: Article, News|1.3 min read|
January 27, 2026

IRS Clarifies 100% First-Year Bonus Depreciation Rules
IRS Clarifies 100% First-Year Bonus Depreciation Rules
By Jenna Harding|Categories: Article, Tax|3.9 min read|
January 27, 2026

Reducing Audit Friction: How Payroll and Compensation Code Reviews Streamline EBP Audits
Reducing Audit Friction: How Payroll and Compensation Code Reviews Streamline EBP Audits
By Anthony Mangiameli|Categories: Article, Employee Benefit Plans|4.1 min read|
January 27, 2026

Choosing the Right Service Providers: How TPA Performance Impacts EBP Audit Efficiency
Choosing the Right Service Providers: How TPA Performance Impacts EBP Audit Efficiency
By Anthony Mangiameli|Categories: Article, Employee Benefit Plans|4.7 min read|
January 26, 2026

The Mega Backdoor Roth: A Straightforward Strategy for High Earners Locked Out of Roth IRAs
The Mega Backdoor Roth: A Straightforward Strategy for High Earners Locked Out of Roth IRAs
By David Evans|Categories: Article, Tax|6.3 min read|
January 22, 2026

The Vital Role of a Nonprofit Board: Building a Foundation for Mission Success
The Vital Role of a Nonprofit Board: Building a Foundation for Mission Success
By Kimberly Gangi|Categories: Article, Nonprofits|4.1 min read|
January 21, 2026

What to Prepare for Tax Year 2025 Filing
What to Prepare for Tax Year 2025 Filing
By David Evans|Categories: Article, Tax|5.2 min read|