by Stapley Accounting | Jul 30, 2026 | Individual Tax
The “kiddie tax” can apply long after childhood Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they aren’t full-time... by Stapley Accounting | Jul 23, 2026 | Individual Tax
Should you make after-tax, non-Roth 401(k) contributions? If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If your 401(k) plan offers... by Stapley Accounting | Jul 21, 2026 | Uncategorized
Unlock tax-free gains with QSB stock If you run your business as a C corporation, you may be eligible for a potentially significant tax break for qualified small business (QSB) stock. This opportunity has existed for years, but recent tax law changes have enhanced it.... by Stapley Accounting | Jul 16, 2026 | Individual Tax
Protect yourself from fraudsters impersonating the IRS and other tax scams Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive... by Stapley Accounting | Jul 14, 2026 | Small Business
Material participation: Why it matters for Cache Valley LLP and LLC owners The passive activity loss (PAL) rules may limit your ability to deduct losses from a business structured as a limited liability partnership (LLP) or limited liability company (LLC). Depending... by Stapley Accounting | Jul 9, 2026 | Individual Tax
Individual tax calendar: Key deadlines for the remainder of 2026 Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help you not miss any, here’s when some key tax-related... by Stapley Accounting | Jul 7, 2026 | Small Business
ACA penalties may still apply — and they’re increasing for 2026 Many small businesses don’t have enough employees to worry about the play-or-pay provisions of the Affordable Care Act (ACA). However, as your business grows, these rules can apply sooner than expected.... by Stapley Accounting | Jul 2, 2026 | Individual Tax
Tax mitigation strategies when rebalancing your investment portfolio Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If... by Stapley Accounting | Jun 25, 2026 | Construction
Private equity has come to construction in Cache Valley Private equity (PE) activity in the construction industry is surging. Global construction M&A deal value reached $33 billion in the third quarter of 2025, according to the Construction Financial Management... by Stapley Accounting | Jun 23, 2026 | Small Business
FAQs about the research credit Companies that engage in research and development activities may qualify for a federal tax credit for some of those expenses. The credit is complicated to calculate, and not all research activities are eligible — but the tax savings can...
