At Machen McChesney, we are committed to Returning Value to you through our monthly e-newsletter, The Value Report. Here, you'll find regular tips to help with your business and personal finances, as well as strategies to grow and more efficiently run your organization. 

Table of Contents

1. Divorcing as a Business Owner? Don't Let Taxes Derail Your Settlement
2. Run a Business With Your Spouse? You May Encounter Unique Tax Issues.
3. Evaluating Business Decisions Using Breakeven Analysis
4. Reconciliation Tax Bill: Key Impacts on the Healthcare Industry
5. Receive $10,000 in Cash at Your Business? The IRS Wants to Know About It.
6. New Rules Could Boost Your R&E Tax Savings in 2025
7. Tax Court Case Provides Lessons on Best Recordkeeping Practices for Businesses
8. Treasury to Stop Issuing Paper Checks: Get Ready for E-Payments.
9. What's New at Machen McChesney

Divorcing as a Business Owner? Don't Let Taxes Derail Your Settlement

Divorce is stressful under any circumstances, but for business owners, the process can be even more complicated. Your business ownership interest is often one of your largest personal assets, and in many cases, part or all of it will be considered marital property. Understanding the tax rules that apply to asset division can help you avoid costly surprises. Continue reading.

Run a Business With Your Spouse? You May Encounter Unique Tax Issues.

Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues. Continue reading.

Evaluating Business Decisions Using Breakeven Analysis

You shouldn’t rely on gut instinct when making major business decisions, such as launching a new product line, investing in new equipment, or changing your pricing structure. Projecting the financial implications of your decision (or among competing alternatives) can help you determine the right course of action — and potentially persuade investors or lenders to finance your plans. One intuitive tool to consider for these applications is breakeven analysis. Continue reading.

Reconciliation Tax Bill: Key Impacts on the Healthcare Industry

New Rules Could Boost Your R&E Tax Savings in 2025

A major tax change is here for businesses with research and experimental (R&E) expenses. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) reinstated the immediate deduction for U.S.-based R&E expenses, reversing rules under the Tax Cuts and Jobs Act (TCJA) that required businesses to capitalize and amortize these costs over five years (15 years for research performed outside the United States). Continue reading. 

Tax Court Case Provides Lessons on Best Recordkeeping Practices for Businesses

Running a successful business requires more than delivering great products or services. Behind the scenes, meticulous recordkeeping plays a crucial role in financial health, compliance, and tax savings. Good records can mean the difference between successfully defending a deduction and losing valuable tax breaks. A recent U.S. Tax Court decision underscores just how important this is. Continue reading.

Treasury to Stop Issuing Paper Checks: Get Ready for E-Payments.

On March 25, 2025, the White House issued Executive Order 14247, “Modernizing Payments To and From America’s Bank Account."

This order establishes that, effective September 30, 2025, the U.S. Treasury will cease issuing paper checks for all federal disbursements—including tax refunds—where permitted by law. Continue reading. 

What's New at Machen McChesney?

Sponsorships, new hires, announcements
Continue reading.
 

We hope you found value in The Value Report you've received this month. We look forward to finding even more ways to Return Value to you in the future.