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Blog

Category: Year End Planning

October 23, 2025

QBO: Key Tasks for a Smooth Year End

By Karen M. Schott, Senior Accounting Analyst As we embark on the second half…

Accounting, General Business, QuickBooks Online, Small Business, W-9 Forms, Year End Planning

October 23, 2025

OBBB: What’s New for Individual Taxpayers

By Robert J. Laino, Staff Accountant Enhanced Deduction for Seniors The OBBB introduces a…

Individual Taxation, OBBB, One Big Beautiful Bill, Tax, Tax Relief, Year End Planning

July 10, 2025

We’re Ready: Let’s Navigate the New Tax Law Together!

While many of us were busy firing up the grill, gathering with family and…

BBB, General Business, IRS, Latest Blog, Legislation, New York State, OBBB, One Big Beautiful Bill, R&E, SALT, Small Business, Tax, Tax Planning, Tax Relief, Year End Planning

December 11, 2024

Don’t Forget to Request W-9s From Your Vendors!

As year-end quickly approaches, businesses often face an uptick in activity and can become…

General Business, Intuit / QuickBooks, QuickBooks Online, Small Business, W-9 Forms, Year End Planning

December 27, 2023

Year-End Tax Planning Considerations

As we approach the end of 2023, it would be a good time to…

Required Minimum Distribution (RMD), Small Business, Tax Planning, Year End Planning