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July 7, 2026

QuickBooks Online Security: Four Things Every Business Should Do Right Now
QuickBooks Online is easy to think of as “just accounting software.” That is a mistake. For many businesses, QuickBooks Online contains some of the most sensitive information in the company:...

Newsletter

July 7, 2026

Don’t waste a good year: 2026 retirement and HSA limits worth using
For 2026, the IRS has raised contribution limits across retirement plans, IRAs, and HSAs, giving high-income households more room for tax-advantaged saving. The households that benefit most are not simply...

Newsletter

July 7, 2026

Selling a business, rental, or large asset this year? Call your CPA before you sign.
Selling a business, rental property, or other large asset triggers a range of tax consequences, including capital gains tax, depreciation recapture, and the net investment income tax, that can result...

Newsletter

May 18, 2026

Why your traditional email filter is failing (and how AI can fix it)
If your firm is still relying on the same email filtering technology you used three years ago, you are effectively leaving your front door unlocked in a neighborhood where every...

Newsletter

May 18, 2026

A smarter way to manage your taxes: inside the IRS online account
The IRS Individual Online Account gives taxpayers secure, year-round access to tax records, balances, payments, and official notices all in one place. Read on to discover how this powerful tool...

Newsletter

May 18, 2026

Behind the humor: the tax misunderstandings that cost real money
Laugh at the most relatable tax misunderstandings – then learn the real rules on service animals, business travel, multi-state filing, and how the IRS actually detects discrepancies. 

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