Article Archives - Mize CPAs Inc.

Retirement readiness: how to know when you’re truly prepared

Oct 29, 2025
Retirement planning

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.

Cybersecurity: Defense Against the Dark Arts

Oct 16, 2025
Best practices for small businesses, IT Tips

Did you know that October is Cybersecurity Awareness Month? Isn’t it interesting that it’s also the month that focuses on ghouls, goblins, and gremlins? Watch out for these tricksters in your cyberspace neighborhood: Devils in Disguise Those costumed kids are…

Final regulations released on increased catch-up contributions under SECURE 2.0

Oct 1, 2025
Tax

The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance.

Getting more from every dollar: pre-tax arbitrage for business owners

Oct 1, 2025
Tax

Unlock the power of pre-tax spending to optimize your financial strategy and significantly reduce tax burdens. Discover how strategic spending can transform everyday expenses into effective wealth-building tools through educational assistance programs, healthcare accounts, and charitable giving policies. Learn how high-earning individuals and businesses can deploy these tactics to preserve more income and enhance future growth.

Aprio Expands Midwest, Strengthens QSR Outsourcing with Mize CPAs Inc. and Prism Financial Group, L.L.C. Acquisition

Sep 19, 2025
Firm News

Top 25 powerhouse business advisory and accounting firm, Aprio, continues to redefine professional services and today announced it has entered into agreements to acquire Mize CPAs Inc. (“Mize”), Midwest-based accounting and advisory firm for entrepreneurs and McDonald’s Owner/Operators, along with its affiliated wealth…

Debt-financed distributions for pass-throughs: how they work and when they make sense

Sep 3, 2025
Tax

When a pass-through business takes out a loan at the entity level and immediately distributes the borrowed funds to its owners, this is considered a debt-financed distribution. This maneuver provides owners with immediate liquidity without triggering a current tax bill, as long as they have sufficient tax basis to cover the distribution.

An Image Of Form 2553 With A Pen, A Calendar, And $100 Bills.

You’ve filed an S election – now what? A practical compliance checklist for new S corps

Sep 3, 2025
Tax

Making the jump to S-corporation status probably wasn't an impulse decision; you looked at your books, saw profits piling up well beyond the salary you pay yourself, and decided it was time to stop paying self-employment tax on every extra dollar. However, the S election is more than just a single signature on Form 2553; it introduces a new set of rules.

Incentive units: how partnership-style equity can reward talent without a surprise tax bill

Aug 27, 2025
Tax

Non-public pass-through companies can't flash the same liquid stock options that publicly traded C-corporations deploy, but a profits interest solves the problem by letting newcomers participate only in growth that occurs after the grant date - with no immediate tax bill for either party. Learn more in our article.

A tax-focused walk-through of the One Big Beautiful Bill Act

Aug 1, 2025
Headlines, Tax

The One Big Beautiful Bill Act overhauls the tax code, locking in many 2017 cuts and unveiling new relief for workers, families, and businesses. Read our article for an overview of new rules created by the Act, in addition to extensions or enhancements of existing provisions.

Are You Sick of Employee Sick Leave Issues?

Jul 16, 2025
Best practices for small businesses, Payroll

When an employee calls in sick, it can throw the whole day off balance — from scrambling to cover shifts to questioning the legitimacy of the absence. But what if you could remove the uncertainty altogether? Adding telemedicine to your employee benefits package does just that. With 24/7 virtual access to care, automated documentation, and verified medical absences, telemedicine offers clarity for managers and convenience for employees. It’s a smarter way to manage sick leave, reduce downtime, and boost employee retention — all while cutting healthcare costs.