Articles

Angel Investing Guide: How to Start in 2025

Curious about private investments? Learn how to start angel investing in 2025—from strategy to taxes to due diligence.

Forklift loading colorful shipping containers onto a cargo truck in a bustling port, symbolizing global logistics, international trade, and tariff-driven supply chain shifts.

Tax Advisor Weekly — September 5, 2025

This week’s roundup covers a potential Fed rate cut, a court ruling against Trump’s tariffs, new tip-tax exemptions, Chinese shipping shifts, and how advisors can guide clients through turbulent policy shifts.

Two professionals in business attire discuss financial strategies in a modern office setting—symbolizing the importance of early planning and advisory when managing Net Investment Income Tax (NIIT) during major liquidity events.

Liquidity Events and the NIIT Tax Rate: How to Manage the 3.8% Surtax

Smart strategies to minimize the 3.8% surtax.

Consumer Interest Tax Deductibility in 2025: What You Can and Can’t Deduct

Car loan interest is now tax-deductible for eligible taxpayers under rules in effect through 2028. Learn what qualifies, what doesn’t, and how to make sure you meet the requirements.

Image of a family on the street with their child cycling with them.

How the $1000 ‘Trump Accounts’ for Kids Will Work

Trump Accounts offer a tax-advantaged way to help children build wealth—learn who qualifies, how contributions grow, and what families can do now to plan ahead.

A stack of tax and finance magazines sits on a wooden surface, symbolizing the rapid flow of policy updates covered in the August 8, 2025 Tax Advisor Weekly. Topics include global tariff escalations, IRS enforcement priorities, and what’s ahead for retirement planning.

Tax Advisor Weekly — August 29, 2025

This week’s roundup covers Trump’s threats over digital taxes, billionaire tax inequities, Social Security COLA pressures, and rebranding of his signature tax law as global trade tensions escalate.

Overhead view of a businesswoman analyzing financial documents at a home office—illustrating how entrepreneurs can use contribution margin insights to evaluate profit drivers and control costs.

Contribution Margin on an Income Statement

Understand how the contribution margin on an income statement helps business owners make smarter decisions.

Image of paperwork on a table with a calculator on top.

2025 Tax Brackets: A Guide to New Income Thresholds & Deductions

Learn how the updated 2025 tax brackets and standard deduction increases impact your federal tax rate.

Two startup founders collaborate on a go-to-market strategy—capturing the high-stakes planning tech entrepreneurs must undertake in response to the OBBB’s new tax and regulatory landscape.

How the One Big Beautiful Bill Impacts Venture Tech

Explore how the OBBB reshapes venture tech—from QSBS perks and AI rules to M&A trends, tax planning, and foreign entity restrictions.

Entrepreneur standing aside from her team at work around a conference table. Business owners everywhere stand to gain big from Trump's signature legislation, "One, Big, Beautiful Bill" (OBBB).

How the One Big Beautiful Bill Impacts Startups and Founders

The “One, Big, Beautiful Bill” introduces permanent tax breaks, expanded QSB stock rules, and 100% expensing. Learn how entrepreneurs can leverage it to reduce taxes and increase returns.