Understanding R&D Tax Credits and Section 174 in 2026

Understanding R&D Tax Credits and Section 174 in 2026

Key Takeaways The R&D tax credit remains a valuable incentive for companies investing in innovation, but stronger documentation and project tracking are now essential. Section 174 capitalization rules require research expenses to be amortized, increasing the...
Tax-Smart Retirement Planning for Business Owners

Tax-Smart Retirement Planning for Business Owners

Key points Business owners have retirement plan options beyond standard IRAs. Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and cash balance plans can unlock powerful tax savings. The One Big Beautiful Bill (OBBB) introduces new deductions and planning opportunities. What...