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Changed Your U.S. Tax Status? Don't Forget Your U.S. Investment and Bank Accounts

Changed Your U.S. Tax Status? Don't Forget Your U.S. Investment and Bank Accounts

By Kristen Howze, CFP, EA October 06, 2026

The Business Structure Tax Questions We Hear Most Often From New Business Owners

The Business Structure Tax Questions We Hear Most Often From New Business Owners

By Erin Washburn, CPA, MST October 01, 2026

Per Diem Rates 2026–2027: What Employers Need to Know Before Updating Their Travel Policies

Per Diem Rates 2026–2027: What Employers Need to Know Before Updating Their Travel Policies

By Mitchell Halpern, JD September 29, 2026

Why NIIT Becomes a Bigger Problem at Exit Than Most Owners Expect

Why NIIT Becomes a Bigger Problem at Exit Than Most Owners Expect

By Joseph Burnett, CPA September 28, 2026

Trump Accounts: Understand the Gift Tax Safe Harbor Rules Before You Contribute

Trump Accounts: Understand the Gift Tax Safe Harbor Rules Before You Contribute

By Nicolas Surprenant, MSA September 24, 2026

Intentionally Defective Grantor Trusts: Why “Defective” Can Be a Smart Estate Strategy

Intentionally Defective Grantor Trusts: Why “Defective” Can Be a Smart Estate Strategy

By John Lefrancois, Jr., CPA, MBA September 22, 2026