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Helpful Articles
Got a Letter from the IRS? Here’s the Do’s and Don’ts
June 3, 2026Opening your mailbox to find an envelope from the IRS can make your stomach drop. But before you file it away in the “deal with…When Value Is Contested: Analyzing Businesses in Dispute
May 27, 2026Business valuation is straightforward in concept. It becomes considerably more complex when the conclusion determines how much one party owes another. When a business interest…Home Sale Tax Rules: What to Know Before You Close
May 20, 2026Selling your home can be both exciting and daunting, especially when you start thinking about taxes. With summer being prime time for moving, let’s dive…Sun, Splash, and Savings: How Day Camp Could Trim Your Tax Bill
May 13, 2026The sunscreen is out, the schedules are filling up, and parents everywhere are doing the math on summer childcare. Day camps are a lifeline—but they’re…Tax Alert: Medical Cannabis Moves to Schedule III While Adult-Use Waits
May 6, 2026Here’s What It Means for 280E and Your Tax Bill On April 23, the Department of Justice reclassified state-licensed medical marijuana and FDA-approved cannabis products…Business Travel Deductions: What You Can and Can’t Write Off
April 29, 2026Traveling for business? Don’t leave money on the table. Understanding the current rules for deducting out-of-town business expenses is key to making the most of…
Who Retirement Planning Is Really For (and Who Often Thinks It Isn’t)
April 22, 2026If you’ve ever said, “I don’t have enough to invest yet” or “I’m too young to worry about this,” you are exactly who needs to…
Navigating Tax Benefits for Your Family
April 15, 2026Parents and guardians, are you maximizing the benefits provided by recent legislative updates? Whether you are welcoming a new addition through adoption or supporting growing…Buy-Sell Agreements: Planning for Ownership Transitions
April 8, 2026Running a business demands constant attention: meeting customer needs, managing employees, and keeping an eye on cash flow. In the midst of these daily priorities,…What Is a Business Really Worth? Why Valuation Matters More Than Many Owners Expect
April 1, 2026Most business owners have a sense of what their company is worth. They understand their revenue trends, margins, growth, and market position. That perspective is…Life Insurance: What You Really Need to Know
March 25, 2026Life insurance can feel complicated, especially with so many policy types, riders, and purchasing options available today. Many people know they need coverage but aren’t…St. Louis Business Journal Names Smith Patrick CPAs a Top Accounting Firm
March 18, 2026Smith Patrick CPAs has been recognized by the St. Louis Business Journal as one of the region’s largest accounting firms in its 2026 rankings. The…St. Louis Business Journal Features Smith Patrick CPAs on Key Trends Shaping the Accounting Industry
March 11, 2026When the St. Louis Business Journal recently examined several trends shaping the accounting industry, it turned to Smith Patrick CPAs Managing Partner David Smith for…Savvy Savings: Essential Tax-Saving Strategies for this Filing Season
March 4, 2026If tax law had seasons, 2025 would be the calm stretch before the forecast changes. But several of the rules that have shaped returns for…
Greenway Podcast Recap: Sarah Bantz Discusses Cannabis Taxation and the Road Ahead
February 25, 2026In the ever-evolving landscape of the Missouri cannabis industry, staying ahead of tax regulations is as vital as the harvest itself. Sarah Bantz, CPA, head…Don’t Get Fooled: How to Confirm Real IRS Communication and Avoid Costly Scams
February 18, 2026Receiving unexpected contact about your taxes can feel unsettling, especially when scammers are becoming more convincing every year. Emails, texts, and phone calls claiming to…What Retirement Planning Really Is (and Why It’s Often Misunderstood)
February 11, 2026For many people, retirement planning is reduced to a simple question: “Am I saving enough?” That question matters, but it only scratches the surface. In…Budgeting: How to Transform Your Financial Life
February 4, 2026Whether you are saving consistently or just trying to be more intentional with your money, a budget gives structure to your financial decisions. It is…A Smooth Start to 2026: Tax Planning Without the Panic
January 28, 2026Welcome to 2026: the year you finally organize your tax documents before the last week of March. Every January brings a fresh chance to reset…Giving After a Disaster: How to Help Without Getting Scammed
January 21, 2026When a disaster strikes—whether it’s a wildfire, hurricane, flood, or something no one saw coming—most people respond with generosity. Communities pull together, strangers help strangers,…
