Connecticut’s New 6% R&D Credit: A First for Pass-Through Businesses
For years, Connecticut’s research and development credits were available only to C corporations. If your company was an S corporation, partnership or LLC, you could do meaningful research in the state and receive no state credit for it. That changes in 2026. What the new credit does Under Public Act 26-68, § 267, Connecticut now […]
Buying Equipment Before Year-End? What Construction and Manufacturing Owners Should Know for 2026
If you’ve been putting off a new excavator, a CNC machine, a fleet truck or a software upgrade, 2026 may be the year to stop waiting. Federal law now allows most businesses to deduct the full cost of qualifying equipment in the year it’s placed in service. But the details, especially timing and state rules, […]
Retirement planning — 2026 Rules and Year-End Deadlines
New Retirement Plan Rules for 2026: What Owners, Employees and Savers Should Do Before Year-End Retirement contributions are one of the few tax-saving tools available to nearly everyone, whether you own a business, work for one, or are nearing retirement. 2026 brings higher contribution limits and a significant change to how catch-up contributions work for […]
Your Year-End Tax Planning Checklist: What Small Businesses Should Do Before December 31
The best time to cut your 2026 tax bill is the next 12 weeks, not next April. Once December 31 passes, most of the moves that lower a small business’s tax bill are gone for good. October is the sweet spot. You have nine months of real numbers on the books, a good read on […]
Our Q4 Fall Newsletter Is Here!
As the leaves turn and Q4 gets underway, we’re entering the most important planning window of the year. The decisions you make between now and December 31st can shape your 2026 tax picture and set the tone for the 2027 filing season, and our latest newsletter is packed with information to help you make the […]
Regulatory Spotlight: What OBBBA Means for Your 2027 Filing
If you’ve been hearing about the One Big Beautiful Bill Act (OBBBA) but aren’t quite sure what it means for you, you’re not alone. Signed into law in 2025, OBBBA is one of the most sweeping pieces of federal tax legislation in nearly a decade, and some of its most significant provisions are already affecting […]
Free Tools for You: Three Workbooks to Help You Stay Ahead
This summer, our team put together something we think will genuinely help our clients — three free, downloadable workbooks designed to take the guesswork out of financial planning. Whether you’re running a small business or just trying to get a handle on your own finances before year-end, these tools walk you through the process step […]
The 100% Bonus Depreciation Has Returned: Here’s Why Strategic Businesses Won’t Always Use It
If you’ve bought equipment, machinery, vehicles, or made improvements to your building recently, you’ve probably heard that Washington brought back “100% bonus depreciation” for good. It’s true, and it’s a big deal — but the more interesting question for most of our clients isn’t whether to use it. It’s how much of it to use, […]
Year-End Tax Planning: Why September Is the Right Time to Start
If your year-end tax planning conversation usually happens in December, this year is a good one to move it up. With several provisions of the One Big Beautiful Bill Act (OBBBA) now fully in effect for 2026, there’s more to model — and less time to react once the calendar turns to Q4. A few […]
Upcoming Extension Deadlines: What Clients Need to Know
As 2026 extension season continues, several important federal filing deadlines are approaching. Below is a summary of the key dates, what they cover, and the most common pitfalls to flag with clients. Key Federal Deadlines Deadline Applies To Form September 15, 2026 Extended calendar-year partnership and S corporation returns Form 1065, Form 1120-S September 15, […]
