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Disproportionate distributions in S corporations can trigger unintended tax consequences and even loss of S status. Learn where the risks arise and how strategic planning can preserve compliance while achieving unequal economic outcomes.
A federal court decision in Kwong v. United States may allow taxpayers to recover IRS penalties paid during the COVID-19 pandemic. The ruling challenges how the IRS calculated deadlines between January 2020 and July 2023, potentially opening new refund opportunities for affected individuals and businesses.
There’s no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a retirement plan that lasts.
HTB’s 2025 Annual Report is now available.
Market volatility can trigger emotional decision‑making. This insight explains why resisting “blink moments” is essential to protecting long‑term investment outcomes.
Ferdie P. Genre has been honored with the 2026 Bob Easterly Award for his decades‑long commitment to strengthening and supporting the Livingston Parish community.
The IRS has released new temporary guidance under Section 139L, allowing eligible lenders to exclude 25% of interest income from certain agricultural and rural loans. Learn more about what qualifies and how this provision may impact your lending activities.
Explore the key inflation-adjusted tax updates for 2026 under the OBBBA. From higher standard deductions and revised tax brackets to expanded credits for adoption and childcare, these changes could impact your financial strategy. Learn how to prepare for the year ahead.
The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won’t face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary—and smart employers will use it to prepare for full compliance in 2026.
Choosing the right financial advisor is one of the most important decisions you can make for your long-term financial well-being. This guide outlines the key qualities to look for—and the warning signs that it may be time for a change.