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Design-Build Firm Discovers Valuable Tax Credit Hidden in Everyday Projects

Like many design-build firms, Company DB is involved long before construction begins. Many of the technical challenges design-build firms solve every day qualify for the R&D Tax Credit.

Section 179D energy-efficient commercial building deduction: a reminder for projects already underway

Although the June 30, 2026 deadline for the Section 179D energy-efficient commercial building deduction has passed, projects that began construction on or before that date may still be eligible for a

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R&D Tax Credit Case Study: Machine Shop

The consulting team worked closely with Company MS to evaluate its activities using the IRS' Four-Part Test. In order to qualify for the Credit, a company’s activities must pass the test.

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 it 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.

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