Keeping Records that Support a Charitable Deduction
Charitable giving feels simple in the moment. A check gets written, a card gets swiped, a box of clothes gets dropped off. The complexity shows…
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Forensic Accounting in Dispute Settings
Standard accounting focuses on accurately recording and reporting financial data in compliance with standards. Forensic accounting differs by critically examining questioned financial records during disputes,…
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Americans in Mexico: What Your US Tax Return Looks Like Now
More than a million Americans now call Mexico home, drawn by the cost of living, the climate, and a shorter flight back to see family….
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Your New Computer and Your Taxes: Deductions This Year
Three people bought a new laptop this year. One runs a small business out of her spare bedroom. One freelances on the side while working…
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2026 IRS Rule Change: Protect Your Education Tax Credits
Tuition costs remain high, but a new documentation rule for 2026 could disqualify eligible families claiming the American Opportunity Tax Credit (AOTC) or Lifetime Learning…
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What Happens If You Ignore an IRS Notice?
It’s tempting to set an unopened IRS letter aside and deal with it later. Later gets busy. Later turns into next month. And before you…
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The Role of a Financial Expert in Litigation
When a legal dispute involves financial questions, attorneys need more than a general sense of accounting. They need someone who can dig into the numbers,…
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Summer Moves and Taxes: Unlocking the IRS Exclusion for Home Sellers
Many people choose summer as “moving season” to sell their property and transition into a new chapter of their lives. However, along with the excitement…
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The Mid-Year Course Correction: Audit Your 2026 Business Goals
Six months in, six months to go. If you run a closely held or small business, July marks the exact halfway point of your financial…
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Common Issues in Valuing Closely Held Businesses
Valuing a publicly traded company is relatively straightforward. Market pricing is transparent, financial disclosures are standardized, and comparable data is widely available. Closely held businesses…
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Put a Plan in Place: How to Protect Your Records Before Disaster Strikes
Taxpayers don’t usually think about their financial records until something forces them to do so. A storm, a fire, a flood… no matter what kind…
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Accounting | Consulting | Tax
Working Remotely from Abroad: What Your US Tax Return Actually Looks Like
Logging into a corporate network from a beach in Portugal or a coffee shop in Medellin is no longer just a fantasy for tech startup…
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When Value Is Contested: Analyzing Businesses in Dispute
Business valuation is straightforward in concept. It becomes considerably more complex when the conclusion determines how much one party owes another. When a business interest…
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Home Sale Tax Rules: What to Know Before You Close
Selling 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…
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Business Travel Deductions: What You Can and Can’t Write Off
Traveling 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…
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Navigating Tax Benefits for Your Family
Parents and guardians, are you maximizing the benefits provided by recent legislative updates? Whether you are welcoming a new addition through adoption or supporting growing…
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What Is a Business Really Worth? Why Valuation Matters More Than Many Owners Expect
Most business owners have a sense of what their company is worth. They understand their revenue trends, margins, growth, and market position. That perspective is…
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St. Louis Business Journal Names Smith Patrick CPAs a Top Accounting Firm
Smith 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…
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St. Louis Business Journal Features Smith Patrick CPAs on Key Trends Shaping the Accounting Industry
When the St. Louis Business Journal recently examined several trends shaping the accounting industry, it turned to Smith Patrick CPAs Managing Partner David Smith for…
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Savvy Savings: Essential Tax-Saving Strategies for this Filing Season
If tax law had seasons, 2025 would be the calm stretch before the forecast changes. But several of the rules that have shaped returns for…
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Greenway Podcast Recap: Sarah Bantz Discusses Cannabis Taxation and the Road Ahead
In 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…
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Don’t Get Fooled: How to Confirm Real IRS Communication and Avoid Costly Scams
Receiving unexpected contact about your taxes can feel unsettling, especially when scammers are becoming more convincing every year. Emails, texts, and phone calls claiming to…
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Giving After a Disaster: How to Help Without Getting Scammed
When 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,…
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International Business Travel in 2026: Deduct It (Without Drama)
Planning a business trip abroad in 2026? Great news: you can explore new markets, meet global partners, and deduct a good chunk of your travel…
