Tax Articles
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
Posted by Kristin Re’ on April 30, 2026
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
More Than Just 0s and 1s: Accounting for Digital Assets in Your Estate Plan
Posted by Isabella Newman on April 16, 2026
As our lives become increasingly digital, estate planning must evolve to keep pace. Here are answers to a few common questions about estate planning for your digital assets.
ACA Penalties May Still Apply — And They’re Increasing for 2026
Posted by John Anderson on April 13, 2026
Beware, small business owners: As your workforce grows, ACA compliance can become a costly surprise without proper planning.
Use a CRT and a WRT in Tandem to Achieve Two Estate Planning Goals
Posted by Robert Ingrasci on April 09, 2026
Pairing a charitable remainder trust and a wealth replacement trust can help you achieve two estate planning goals: philanthropy and leaving a legacy.
Reviewing Business Structures for Your Manufacturing Company
Posted by Mark Stack on April 07, 2026
Determining the right form of ownership for your new manufacturing company or deciding whether to change the structure of your existing company isn’t easy.
FAQs About the Research Credit
Posted by Kayla Manus on April 06, 2026
The research credit isn’t just for labs or tech companies. Many businesses are missing out because they mistakenly assume they don’t qualify, or they aren’t sure where to start. Learn how the credit works and what to consider.
Debt vs. Equity: Classification Counts When Shareholders Put Money Into Their Corporations
Posted by Cory Van Deusen V on March 30, 2026
How you move money into your C corporation today can shape your tax outcomes tomorrow. Here’s why making bona fide loans to your business can be a tax-smart move.
Should Your Business Consider a Fiscal Year End?
Posted by John Anderson on March 23, 2026
For many businesses, the calendar year is the default setting for tax reporting. But in some situations, a different year end may be the smarter choice.
Accounting for Intellectual Property in Your Estate Plan
Posted by Cheryl A. Jankowski on March 20, 2026
If during your lifetime you’ve invented something and had it patented or created a copyrighted work, your estate may include intellectual property (IP). This can be a valuable intangible asset that your estate plan must address.
Your Health Savings Account and Your Estate Plan: What You Need to Know
Posted by D’Marie Kleeman on March 11, 2026
A Health Savings Account (HSA) is a tax-efficient way to fund health care costs during your life while helping build more assets for your heirs. But careful planning is critical, especially when it comes to the HSA beneficiary designation.