Beyond the Return
Insightful Tax Guidance for Smarter Financial Decisions

Mid-Year Tax Planning: Positioning Yourself for Year-End Success
The midpoint of the year is more than a calendar checkpoint; it’s an opportunity to pause, evaluate, and make smart financial decisions before year-end pressure sets in. Whether you are a business owner, self-employed professional,

The NIL Era: When Student-Athletes Become Business Owners
The men’s and women’s college basketball transfer portal opened April 7, 2026, and the scale was immediate. Within days, well over 2,000 men’s players alone had entered the portal, with thousands more across both men’s

The NIL Era: What NCAA Student-Athletes Need to Know About Income, Taxes, and Long-Term Financial Success
The Name, Image, and Likeness era officially began in July 2021 when the NCAA adopted an interim policy allowing student-athletes to earn compensation for the use of their name, image, and likeness. This change followed

One Big Beautiful Bill Act Tax Changes: What They Mean for 2025 and Beyond
Most of the major tax law changes passed on July 4, 2025—collectively known as the One Big Beautiful Bill—affect filing for the 2025 tax year that taxpayers will submit in early 2026. This law extends