HB Morgan, Inc. - Newsletter

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Here are your Articles for October 21, 2026.

2026 Year-End Tax Planning Tips for Business Owners

Proper year-end tax planning helps business owners assess income, deductions and documentation well before filing their returns. Tax strategies vary by entity type and circumstances, with some choices potentially affecting current tax bills and future obligations. This article reviews some key planning considerations for the 2026 tax year.

Sell Corporate Stock Tax-Free to an ESOP

"Work like you own the place!" Family business owners love to say this, but have you ever considered making it a reality for your employees? It might be feasible by establishing an employee stock ownership plan (ESOP). And as the selling owner, you may be able to enjoy some remarkable tax benefits. This article explores ESOP transactions.

Avoid Retirement Account Rollover Pitfalls

Completing a successful retirement account rollover seems simple. Yet many well-meaning taxpayers miss the required deadlines and end up paying penalties. If you're planning a rollover in the near future, you can steer clear of trouble and protect your tax-advantaged retirement funds by knowing the rules. Here are the details.

The True Costs of Insurance Fraud

Many people call insurance fraud a victimless crime, but the reality is far from that. Its costs ripple across the economy, affecting consumers, businesses and public resources. Combating this issue requires collective action and a renewed commitment to integrity within the insurance system.

HB Morgan, Inc.

215 East Chatham Street
Suite 210
North Carolina, NC 27511

919-388-3901

www.hbmorgan.com

Cary Location

215 East Chatham Street, Suite 210, Cary, NC 27511
T: (919)-388-3901
F: (919) 388-3902

Fuquay-Varina Location

225 South Main Street, Fuquay-Varina, NC, 27526
T: (919) 552-8000
F: (919) 552-1888

Pinehurst Location

295 Olmsted Blvd Ste 1, Pinehurst, NC, 28374
T: (910) 295-3800
F: (910) 295-3803

Wendell Location

2485 Wendell Blvd, Wendell, NC, 27591
T: (919) 365-9060
F: (919) 365-3655

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.