Insights Gallery

Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?

By Johnson & Sheldon | April 8, 2026

A practical guide to using a SEP IRA, SIMPLE IRA, or solo 401(k) strategically, covering contribution limits, deadlines, employee rules, tax planning, and when each plan makes the most sense.

Unusual grants for nonprofits: public charity status and the IRS ruling process

By Aprio | April 6, 2026

Learn how unusual grants can affect public charity status, the public support test, Form 990 reporting, and when an IRS ruling may be worth considering.

Your HSA isn’t a debit card: building a tax efficient healthcare reserve

By Johnson & Sheldon | April 6, 2026

Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible reimbursement rules, the HSA can serve as a powerful long-term healthcare reserve. Read on to learn how to make the most of it.

6 Real Estate Insights from Q1 2026 and What They Mean for You

By Aprio | April 6, 2026

Aprio Insights on the 6 Real Estate Insights from Q1 2026 and What They Mean for You. Read the article.

Behind the humor: the tax misunderstandings that cost real money

By Johnson & Sheldon | April 3, 2026

Laugh at the most relatable tax misunderstandings - then learn the real rules on service animals, business travel, multi-state filing, and how the IRS actually detects discrepancies.

A smarter way to manage your taxes: inside the IRS online account

By Johnson & Sheldon | April 2, 2026

The IRS Individual Online Account gives taxpayers secure, year-round access to tax records, balances, payments, and official notices all in one place. Read on to discover how this powerful tool works and how it can make staying on top of your taxes easier than ever.

No Joke – Today is a Required RBD Beginning Date!

By Johnson & Sheldon | April 1, 2026

Today, April 1, marks a key deadline for IRA owners turning 73. Learn how RMDs work, when to take them, and how to avoid costly penalties.

The Great Pretender: How AI Makes Tax Scams Look Legit

By Aprio | March 30, 2026

Aprio Insights on the The Great Pretender: How AI Makes Tax Scams Look Legit. Read the article.

The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry

By Aprio | March 19, 2026

Aprio Insights on the The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry. Read the article.

Financial resilience: managing business performance and personal risk together

By Johnson & Sheldon | March 4, 2026

For business owners, financial decisions rarely stay within company walls - they extend into personal wealth and security. Financial resilience emerges when business health and personal protection are managed together, not in isolation. This article explores how owners can strengthen both through disciplined financial monitoring, strategic risk management, and intentional separation between enterprise and personal finances.

Nonprofit Board Governance Best Practices

By Aprio | March 3, 2026

Nonprofit boards should focus on aligning their finance and strategic growth initiatives to create more cohesion and improve impact. Here are the top governance practices nonprofit boards should know.

Don’t Leave Charitable Deductions on the Table

By Johnson & Sheldon | March 3, 2026

High-earning families often give generously throughout the year, but poor documentation and incomplete tracking leave thousands in tax deductions unclaimed. From non-cash donations to appreciated securities, each type of gift has specific IRS requirements that must be met to maximize benefits and avoid audit risk. By building a simple tracking system and understanding the rules, you can ensure your generosity works as efficiently as possible.

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