Chris Wittich | Aug. 24, 2026

Trump Accounts and Gift Tax: IRS Safe Harbor Explained

The IRS issued Revenue Procedure 2026-25 providing a gift tax safe harbor for certain Trump account contributions. Learn the requirements…

Chris Wittich | May. 20, 2026

New Minnesota Tax Bill Brings Key Changes for 2026

Minnesota Legislature has passed a tax bill on May 18, 2026 which the governor is expected to sign in the…

Melissa King | Apr. 29, 2026

Tariff Refunds: What Qualifies & Requesting Reimbursement

Importers are closely watching next steps following the Supreme Court’s decision in Learning Resources Inc vs Trump, which found certain…

Drew Wolf | Feb. 27, 2026

What Brewery Expenses Qualify for the R&D Tax Credit?

When I have a beer at a brewery, I often find myself wondering about the costs that go into producing…

Nick Swedberg | Aug. 25, 2025

R&D Tax Benefits 2025: How Breweries Can Claim Innovation Deductions

Breweries have seen major innovation recently, from craft brewing techniques to kitchen automation. Many operators don’t realize much of this…

Greg Carlson | Jul. 28, 2025

Understanding the Latest Revisions to Section 529 Plans

The following expenses, enacted in the 2018 tax year, are still qualifying expenses under the One Big Beautiful Bill Act:…

Amy Swenson | Jul. 25, 2025

New Deduction for Seniors Aged 65 and Older

Personal exemptions, suspended by the Tax Cuts and Jobs Act of 2017, were permanently eliminated by OBBB. However, a temporary…

Amy Swenson | Jul. 25, 2025

Form 1099-K and Forms 1099-NEC & MISC Updates

Form 1099-K is issued for payments received for goods or services during a year from credit, debit, or stored value…

Kevin Berg | Jul. 25, 2025

No Tax on Car Loan Interest

The One Big Beautiful Bill Act, created a new income tax deduction for individuals that pay automobile loan interest. The…

Kevin Berg | Jul. 25, 2025

Trump Accounts: What You Need to Know

The One Big Beautiful Bill Act (OBBA), signed into law on July 4, 2025, created Trump Accounts. These new tax-advantaged…

Chris Wittich | Jul. 9, 2025

The One Big Beautiful Bill Webinar Recording

We’ve been closely monitoring this legislation, and now that it’s law, it’s time to understand what it means for you.…

Melissa King | Mar. 5, 2025

Florida Property Tax Relief Available for Catastrophic Event Property Damage

If you are a Florida homeowner that has experienced extensive damage to your home due to a catastrophic event, you…

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