From the firm
Notes from the firm.
Plain-English tax and small-business notes. Indiana-specific where it matters. Updated when something matters, not on a content calendar.
Tax
Indiana's 2026-Only Tax Deductions for Tips, Overtime, and Car Loan Interest
Indiana created 3 new deductions for 2026 only covering tips, overtime pay, and vehicle loan interest — that can lower your state and local tax bill if you act before year-end.
7 min read
Personal Finance
Can You Roll a 529 Into a Roth IRA in Indiana Tax-Free?
Yes — since 2024, Indiana families can roll up to $35,000 in unused 529 funds into a Roth IRA tax-free if key IRS requirements are met.
7 min read
Tax
Opportunity Zones and Opportunity Funds Under the New Tax Law
Opportunity Zones let investors defer/reduce capital gains tax by reinvesting into designated low-income areas across the US
7 min read
Tax
IRS Standard Mileage Rate Change for 2026
The IRS standard mileage rate for 2026 changed — here's what Indiana business owners need to know to maximize their deduction
7 min read
Payroll
How does Unemployment work for employers in Indiana?
Indiana employers fund unemployment through an employer tax and rate depends on your claims history — here's how it works.
10 min read
Tax
How Health Savings Accounts work
An HSA lets you contribute pre-tax dollars for medical costs — and small-business owners can use it to reduce both income and payroll taxes.
6 min read
Tax
TAX PLANNING SEASON just started!
Would you rather know how much you will owe far ahead or are you last-minute larry?
4 min read
Tax
Indiana tax amnesty program underway!
Amnesty opened July 15 for those with tax liabilities from before 2024.
3 min read
Business Owners
You don't 'just need' Quickbooks! You don't need more reports! You need clarity!
Do you really want to work nights and weekends as a bookkeeper?
1 min read
S-Corporations
S-Corp Reasonable Compensation in Indiana: A 2026 Field Guide
A defensible S-corp salary starts with owner-maintained facts and an owner decision—not continuous monitoring or a salary decision by the tax preparer.
8 min read
S-Corporations
Should Your Indiana LLC Elect S-Corp Status? 2026 Break-Even Guide
Owners—not the tax preparer—must decide whether an S election earns its keep after reasonable wages, filings, and recurring administration.
9 min read
Business Owners
Can You Save Money Setting Up Your Own LLC in Fort Wayne?
DIY LLC formation saves $500 upfront but often costs more long-term thru mistakes, compliance errors, and missed deductions.
9 min read
Advisory
5 Hidden Cash Flow Killers for Fort Wayne Businesses in 2026
Poor inventory timing, delayed invoicing, tax surprises, forgotten subscriptions, and weak payment terms silently drain Fort Wayne businesses.
9 min read
Business Owners
How Fort Wayne's Downtown Renaissance Affects Small Business Taxes
Fort Wayne's downtown revitalization creates property tax reassessments, new TIF districts, and growth incentives that directly impact small business tax planning.
9 min read
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