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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

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What Are “Trump” Accounts?

As part of OB3, Trump accounts were created as investment accounts for children under age 18. This article explains who can contribute, the potential tax implications, and other important details.

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Cost Segregation Studies for Live Event Venues, Production Facilities, and Entertainment Businesses

If you own a live event venue, rehearsal facility, production campus building, entertainment warehouse, or event-focused commercial property, you may be sitting on substantial tax savings.

How Can I Prepare for Retirement? Tax, Investment, and Financial Planning Strategies

The years leading up to retirement are one of the most critical windows in financial planning, offering opportunities to maximize savings, reduce future tax burdens, and position your portfolio for wh

Should I Hire a Family Member in My Small Business? Tax Rules and Common Mistakes

Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to

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Tariff Relief Act 2026

Understand current tariff relief rulings, what is means for importers, how to get money back, and if you qualify for the relief.

What is a Health Savings Account (HSA) and how does it work?

How can you get the most out of your Health Savings Account? Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible

Are You Maximizing the Tax Benefits of Your Real Estate Investments?

Explore cost segregation, a tax strategy that can accelerate depreciation deductions and increase short-term cash flow.

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Spring cleaning your finances: eliminating subscription and asset drift

Financial clutter, from forgotten subscriptions to dormant accounts, can quietly drain your cash flow and complicate your financial picture. A periodic review of your recurring charges, overlooked ass

Financial resilience: managing business performance and personal risk together

For business owners, financial decisions rarely stay within company walls - they extend into personal wealth and security. Financial resilience emerges when business health and personal protection are

Healthcare costs for the self-employed in 2026: strategies for rising premiums

With the expiration of expanded ACA subsidies in 2026, self-employed professionals are facing significant premium increases with no employer to share the burden. While healthcare costs are rising, str

S-corporations 101: FAQs for business owners

S-corporations are one of the most frequently discussed (but often misunderstood) tax structures for small business owners. While they can offer real savings on self-employment taxes, the benefits are

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Seamless Outsourced Accounting That Meets You Where You Are

When a key employee leaves, the disruption can ripple across your entire business. Walz Group’s EasyKeep team steps in to keep your accounting running smoothly, so you can focus on moving forward.

Understanding the IRS’s new deduction for qualified overtime compensation

The IRS has issued detailed guidance on a new federal income tax deduction for qualified overtime compensation. This measure, effective for tax years 2025 through 2028, provides a federal income tax d

ROI or money pit? Prioritizing home renovations with ROI and tax in mind

Every homeowner faces an endless list of potential projects, but not all renovations are created equal when it comes to your financial bottom line. Strategic home improvements can impact not only your

A smart gifting strategy: why the annual gift tax exclusion matters more than you think

When we talk about gifting as part of a tax strategy, many people assume it's something only the ultra-wealthy need to worry about. But gifting is actually one of the simplest and most powerful financ

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