Financial Resources for Businesses

On March 25, 2025, President Trump signed Executive Order 14247: “Modernizing Payments To and From America’s Bank Account”, setting in motion a major change in how the federal government disburses and collects funds.

In July 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. It accelerates the expiration of several energy-related tax credits previously extended under the Inflation Reduction Act (IRA). Here's what individuals need to know

As energy costs rise and environmental responsibility becomes more important, business owners have a unique opportunity to benefit from federal energy-efficient tax credits—while reducing operational expenses and contributing to a greener future.

The recently passed “Big Beautiful Bill” is making waves across the U.S., promising to overhaul parts of the tax code and introduce new provisions that will affect individuals, small business owners, and high-income earners alike.

Optimizing these closing procedures not only ensures data integrity but also enhances the finance team’s ability to deliver actionable insights promptly.

Track your donations year-round and import them into TurboTax at tax time to get every dollar you deserve.

As a seasoned CPA with over 25 years in the field, I’ve seen many legislative changes impact our profession and our clients. But few have been as sweeping or as opportunity-rich as the Inflation Reduction Act (IRA) of 2022.

Understanding what triggers IRS scrutiny is key—especially for small business owners, self-employed individuals, and high-income earners.