IRS Identity Theft Filters Are Getting Stronger. That’s Good News, But It May Also Mean More Refund Delays

by Don Breckenridge | May 21, 2026

< Back to the Insights Gallery IRS Identity Theft Filters Are Getting Stronger. That’s Good News, But It May Also Mean More Refund Delays Published on Tax-related identity theft remains one of the most frustrating and disruptive issues taxpayers can face. It often...

Why Your Practice Needs an Employee Handbook Before Hiring Your First Employee

by Don Breckenridge | Oct 2, 2025

< Back to the Insights Gallery Why Your Practice Needs an Employee Handbook Before Hiring Your First Employee Published on If you are a dentist or doctor buying or starting your practice and preparing to hire your first employee, you might wonder: Do I really need...

Paper Refund Checks Are Disappearing — Here’s Your Action Plan

by Don Breckenridge | Sep 25, 2025

< Back to the Insights Gallery Paper Refund Checks Are Disappearing — Here’s Your Action Plan Published on The IRS has announced that it will stop issuing paper tax refund checks to individual taxpayers, beginning September 30, 2025, as part of a broad shift to...

The “Big Beautiful Bill” Charitable Deduction Floor: What It Means for You

by Don Breckenridge | Aug 6, 2025

< Back to the Insights Gallery The “Big Beautiful Bill” Charitable Deduction Floor: What It Means for You Published on The One Big Beautiful Bill Act – often dubbed the “big beautiful bill” – has ushered in major tax reforms that will affect...

What the “One Big Beautiful Bill” Means for Healthcare Practices: A Financial Advisor’s Perspective 

by Don Breckenridge | Jul 9, 2025

< Back to the Insights Gallery What the “One Big Beautiful Bill” Means for Healthcare Practices: A Financial Advisor’s Perspective  Published on On July 4, 2025, the “One Big Beautiful Bill” was officially signed into law, marking one of the most...