Accounting News

Are you newly married or about to get married this year? Congratulations. But somewhere between the honeymoon and unpacking, there’s a list of tax changes that most couples simply don’t […]

A new tax year brings new contribution limits, but the real planning opportunity is in using them early enough to matter. For 2026, the IRS has increased several key retirement […]

The early career and young family years are often when financial complexity begins to accelerate. Income is growing, financial responsibilities are expanding, and decisions around saving, investing, and taxes start […]

Financial planning is often framed as a set of universal rules: save diligently, diversify investments, minimize taxes, and plan for retirement. While these principles are sound, they overlook the fact […]

The years leading up to retirement can be some of the most important in financial planning. For many people, income is still strong, some major expenses may be easing, and […]

Authored by Aprio Summary: Leaving a business is one of the most consequential decisions an owner will ever make. But with a well-structured exit plan, owners can make sure that […]

Authored by Aprio Summary: If you’re a parent or grandparent wondering how Trump Accounts for kids fit alongside Roth IRAs, Traditional IRAs, and 529 plans, this guide is for you. […]

For most people, mailing a tax return feels straightforward: get it in the mailbox by the deadline, and you’re done. That instinct isn’t entirely wrong, but a rule change made […]

Filing an extension can be a practical decision. If your return is complex, extending can give you time to file accurately instead of rushing a return that may later need […]

S corporations are rarely chosen because they are “simple.” Most owners understand from the outset that maintaining an S election involves specific formalities and technical requirements. What often comes as […]

Revocable living trusts are widely used and widely misunderstood. This article explains what revocable trusts actually do, what they don’t do, and why proper design, funding, and coordination matter. Understanding […]

Learn how unusual grants can affect public charity status, the public support test, Form 990 reporting, and when an IRS ruling may be worth considering. […]