Resources Library

New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.

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Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...

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stacks of coins sprouting plants increasing in size next to a piggy bank

Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...

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From the firm: Year-end opportunities

As year-end approaches, we're sharing practical strategies to help you finish strong and start 2026 with confidence. Discover actionable strategies fo...

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A paper cut out of a trashcan with a tile representing email being tossed into it.

New Year's Resolution: Clean out the deadweight

The fastest path to profitability isn't always adding more. It's cutting what holds you back. We’ll show you how to eliminate forgotten subscriptions,...

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Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...

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A person using an ipad to check off items on their tax to-do list.

Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...

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A large family gathered around the thanksgiving table taking a selfie.

Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...

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What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...

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Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...

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Making the move to subscription-based pricing

Unpredictable cash flow? This guide shows small businesses how to implement subscription pricing for stable monthly revenue. Includes industry example...

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3 ways businesses are thinking small to win big next year

Small businesses are thinking small to win big! Discover how focusing on specialized tools, deep community relationships, and flexible work creates co...

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Cybersecurity on a shoestring budget

Learn budget-friendly security tools, strategies, and quick wins to start protecting your small business from cyber threats today.

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10 cybersecurity actions you can take before lunch

Transform your business security in minutes, not months. 10 practical cybersecurity steps you can implement before lunch—from passwords to backups. No...

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From the firm: How important is cybersecurity, really?

Don't miss our newest magazine issue, full of information to help you secure your small business (for less $) in 2025 and beyond.

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