Dear Clients & Friends, The March 16 deadline for S-Corporations and Partnerships is here. If we have not yet received your business tax documents, your return will likely need to be placed on extension. If you are still gathering information, please let us know your status as soon as possible so we can plan accordingly. […]
Accounting News
Dear Clients & Friends, Tax season is here. You should have received an email inviting you to upload your documents via the Client Collaboration Hub (CC HUB). If you use paper organizers, yours should have arrived by mail. Key deadlines: S-Corporations & Partnerships — March 16; Individuals — April 15. Sending your items early helps […]
The passage of the One Big Beautiful Bill introduces meaningful changes to the federal tax landscape—and one of the most impactful updates for individual taxpayers is the adjustment to the State and Local Tax (SALT) deduction cap. While many people are hearing about these changes during the 2026 tax filing season, it’s important to clarify […]
Dear Clients & Friends, Welcome to 2026! We’re thrilled to kick off the year from our new home at 10 Parkway North, Suite 200, Deerfield, IL 60015. Tax season is underway—you’ll soon receive your Client Collaboration HUB invite for TY 2025 along with your organizer (via Portal or mailed paper, based on your preference). Don’t […]
Dear Clients & Friends, With planning season upon us and year-end approaching, now is the perfect time to get ready for your 2025 tax filings. If you’ve experienced any significant changes this year, let’s connect and make sure you’re well-prepared for what’s ahead. Individual Changes If you experienced any significant life changes in 2025—such as […]
The “One Big Beautiful Bill Act” is now law, introducing significant and impactful tax changes that will affect individuals and businesses nationwide. In our first blog, we broke down the big-picture implications: what’s changing and why it matters. Now, in Part Two, we’ll focus on individual planning opportunities. While the law is designed to simplify […]