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View our most recent articles here, to learn about our firm and our perspectives.

Jamie Megrath – Employee of the Quarter Q2 2026

September 16, 2026
We’re excited to recognize Jamie as Wheeler’s Employee of the Quarter! Jamie consistently demonstrates an exceptional commitment to her clients, her colleagues, and the firm while embodying each of Wheeler’s core values.
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4 Tax-Smart Investment Moves Before Year End

September 15, 2026
As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your taxes. Here are four to consider.
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When LTC Premiums Provide a Tax Break

September 15, 2026
Are long-term care (LTC) insurance premiums tax-deductible? It depends. Qualified LTC policies are considered health insurance under federal income tax rules.
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Ready Your Books for Tax Season

September 15, 2026
One of the most common bookkeeping mistakes business owners make is mixing business and personal finances. Addressing this issue before year end can simplify tax preparation, improve the accuracy of your financial records and help reduce the risk of IRS questions.
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Could Accessibility Upgrades Lower Your Tax Bill?

September 15, 2026
Improving accessibility at your business may come with a valuable tax break: Eligible small businesses can claim the Disabled Access Credit for certain costs related to improving accessibility for individuals with disabilities.
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Could Bad Debts Lower Your 2026 Taxes?

September 10, 2026
When customers or others don’t pay what they owe your business, you may be able to claim a bad debt deduction to help offset the financial loss. But it isn’t automatic. Businesses must satisfy specific federal tax rules and maintain adequate records to support the deduction.
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Make the Most of Your HSA Tax Benefits

September 8, 2026
If you’re eligible to contribute to a Health Savings Account (HSA), consider taking a closer look at your contribution strategy. You may be able to reduce your 2026 taxes while strengthening your long-term financial security. Although many people use HSAs to pay current medical expenses, they can also help fund retirement.
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Higher IRS Mileage Rates Take Effect

August 12, 2026
Due to rising fuel costs, the IRS has increased the 2026 cents-per-mile rates for calculating certain vehicle deductions. Effective July 1, 2026, the standard mileage rate for the business use of a car, SUV, van, pickup truck or panel truck is...
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A New Type of Tax-Advantaged Account for Children

August 10, 2026
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly referred to as the One Big Beautiful Bill Act, these tax-advantaged savings accounts are designed to help children build long-term assets.
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