TWP

03/25/2026

Filing a tax extension? Avoid simple errors that can delay your return and learn how to prevent these mistakes in our latest weekly tax tips: https://www.twpcpa.com/tax-tips

If you file an extension of your tax return, it’s essential to avoid the common errors described below to submit a complete and accurate tax return: 

03/24/2026

Does your child need to file an income tax return? A dependent child with earned income over $14,600 or unearned income over $1,300 for the 2024 tax year may be required to file. Find more details here: https://concordwealthpartners.com/does-your-child-need-to-file-an-income-tax-return-2/

Does your child need to file an income tax return? Learn the IRS income thresholds for dependents with earned or unearned income.

02/10/2026

People involved in the gig economy earn income in various ways, but how does this affect your taxes? It's important to know that this income may be taxable even if you don't receive a Form 1099.

Learn more here: https://www.twpcpa.com/tax-tips

Single: This status is normally for taxpayers who are unmarried, divorced, or legally separated under a divorce or separate maintenance decree governed by state law.

12/03/2025

Selling a business is one of the biggest decisions an owner can make, and the process works best when it's strategic, organized, and intentional.

Our images break down 5 key steps to help business owners have a successful sale and shows how we can help position their company for the strongest outcome.

If you are considering selling your business or simply exploring your options, our team is here to guide you through every stage with clarity and confidence.

Ready to take the first step? Reach out to start your journey.

12/02/2025

We're feeling extra festive on this snowy day!

Some of our staff had the opportunity to attend Christmas at the Keith a couple weeks ago and it did not disappoint. All of the trees were beautiful, and we were thrilled to bring home one of them. Sending a huge thank you to the Keith-Albee Performing Arts Center for hosting such an amazing event, and to The Neighborgall Construction Company for bringing the beauty of the theater back to life.

11/25/2025

Thinking about selling your business?
A successful transition starts long before you list your company.

Our Business Brokering services help business owners navigate every step of the process, from accurate market-based valuations and financial preparation to confidential marketing, buyers screening, and negotiation support. Whether you are ready to sell or simply exploring your options, having the right guidance can make all the difference.

If you would like to understand what your business may be worth or what a well-planned selling process looks like, our team is here to help you move forward with confidence.

Let's talk about your next chapter.

11/18/2025

As 2025 comes to a close, now is the perfect time for businesses to review their year-end tax strategy!

With recent legislative updates, including the One Big Beautiful Bill Act (OBBBA), many companies may have new planning opportunities and compliance requirements to consider.

We’ve put together a Year-End Tax Planning Checklist to help you stay informed, take advantage of available benefits, and close out the year on a strong financial foundation. If you’d like guidance tailored to your business, our team is here to help.

Schedule your year-end planning session anytime this month!

11/12/2025

It’s officially year-end planning season!

Taking a few simple steps before December 31st can make a big difference on your tax bill, and help you start the new year organized.

Here’s a quick Year-End Tax Checklist to help you stay ahead.

If you need personalized guidance, our team is here to help you make smart, stress-free financial decisions before the deadline.

Schedule your year-end planning session anytime this month!

11/11/2025

Today we pause to honor the bravery, sacrifice, and unwavering dedication of our nation’s veterans. Your courage has protected our freedoms and shaped the communities we call home.

To every veteran, and to the families who stand behind them, thank you for your service, strength, and commitment. We are grateful today and every day.

10/25/2025

Some of our staff had a tremendous time at the Women’s Warrior Summit yesterday. Sending a huge thank you to Alys Portman Smith for making this event happen in our community. We always look forward to supporting things that move our community forward.

01/14/2025

The wait is over—Part 1 of the 2025 Financial Forecast is now available!

Join our CEO Wade Lopez and CIO Gary Aiken as they discuss key domestic and global investment factors and analyze the potential impacts of new economic policies under the Trump administration.

This event is only available to registered guests — click below to register and receive a copy of the forecast following the interview.

https://concordwealthpartners.com/forecast-registration