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News Updates

June 25, 2026
Tariffs and Taxes Planning Opportunities
Categories
  • Article
  • News
  • Tariffs

Tariffs and Taxes: The Planning Opportunities Hiding in Plain Sight

by David Zaiken This is Part 3 of a three-part series on U.S. tariffs, refund strategies, and tax planning opportunities. Originally published in full on Bloomberg […]
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June 25, 2026
importer moves tariffs
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  • Article
  • News
  • Tariffs

13 Moves Every Importer Should Make

by David Zaiken This is Part 2 of a three-part series on U.S. tariffs, refund strategies, and tax planning opportunities. Originally published in full on Bloomberg […]
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June 25, 2026
IEEPA Tariff Refunds
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  • Article
  • News
  • Tariffs

The Clock Is Ticking: What Importers Need to Know About IEEPA Tariff Refunds

by David Zaiken This is Part 1 of a three-part series on U.S. tariffs, refund strategies, and tax planning opportunities. Originally published in full on Bloomberg […]
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June 24, 2026
WebsterRogers The Advisory Advantage of Staying Curious
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  • Beyond the Balance Sheet
  • CEO Blog

The Advisory Advantage of Staying Curious

Summer often brings a welcome change of pace. I enjoy the longer days, the break from managing homework, taxiing my children from activity to activity, and […]
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June 24, 2026
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WR Tax Alert

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April 20, 2026
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  • Tariffs

TARIFF REFUND PORTAL NOW OPEN

The refund portal for importers and authorized customs brokers is now open. Launched on April 20, 2026, the portal allows eligible claimants to request refunds for […]
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April 17, 2026
Categories
  • Article
  • International Tax
  • News
  • Tax

Anyone Paying Attention to Tariffs and Taxes?

Bueller? Bueller? by David Zaiken, Adam Johnson and Cheryl Leydon This article was originally published in the South Carolina CPA Report | Spring 2026 The last […]
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March 30, 2026
WebsterRogers Building Relationships That Endure
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  • CEO Blog

Building Relationships That Endure

Client retention is often measured annually. It shows up on dashboards. It’s reviewed in leadership meetings. It’s discussed when numbers are strong…and when they’re not. But […]
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February 20, 2026
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Client Experience During Uncertain Times

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January 22, 2026
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  • Tax
  • Article

Succession and Estate Planning: What Small Business Owners Can’t Afford to Ignore

Kirby Millwood CPA, Partner/Estate, Gift & Trust Group  Small business owners are entrepreneurial. They’ve built their enterprise from scratch. They make daily decisions, manage relationships, and […]
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January 22, 2026
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  • Healthcare

Turning Price Transparency into a Strategic Advantage

Not long ago, payer contracts were a mystery. Practices could only guess whether they were being paid fairly, while insurers held all the cards. Under recent […]
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January 22, 2026
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  • News

Is It Time to Leave QuickBooks Desktop? Why Moving Online Could Save You Time and Money

Many business owners are hesitant to make the leap from QuickBooks Desktop (QBD) to QuickBooks Online (QBO). They’re worried about conversion headaches, unsure about the cloud, […]
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January 22, 2026
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  • Hospitality

What the One Big Beautiful Bill Means for Hospitality and Tourism Businesses

For restaurant and hospitality owners, the One Big Beautiful Bill Act (OBBBA) is a relief, a compliance challenge, and opportunity to solve internal conflicts. While employees […]
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January 22, 2026
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  • Healthcare

Limit Costs and Expand Employee Health Care Options with ICHRAs

A replacement for group health insurance is attracting more businesses looking to put the brakes on skyrocketing health care costs: Individual Coverage Health Reimbursement Arrangements, or […]
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December 22, 2025
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  • News

Construction Bonding: Sureties Want More Detail Than You Might Think

A detailed, CPA-prepared financial statement is among the most critical documents that bonding agents and underwriters require before bond approval. However, standard statements often lack the […]
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December 22, 2025
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  • News

Navigating the New 2025 Law on Overtime and Tips Deductions

Overview of the OBBBA and New Tax Deductions Adam Johnson | Tourism Hospitality Group Leader  | Cheryl Leydon | International Tax The “One Big Beautiful Bill […]
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October 1, 2025
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  • Beyond the Balance Sheet
  • CEO Blog
  • News

Beyond the Balance Sheet: Leadership Lessons from Unexpected Places

Earlier this year, my family welcomed a black lab puppy named Mo, short for MoJo. If you imagine a lab puppy, she’s got it all – […]
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September 29, 2025
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  • Article
  • Healthcare
  • News
  • Tax

A Double Hit to Healthcare Practices

OBBBA Policy Changes Compounded by Tariff-Driven Costs By Megan Ferguson, Bob Whittemore and Beth Hyman The One Big Beautiful Bill Act (OBBBA) is a sweeping package […]
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September 29, 2025
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  • Article
  • International Tax
  • Manufacturing
  • Tax

Why Every Manufacturer Should Be Modeling Their Future Now

Turn Uncertainty into Opportunity with Proactive Tariff, Tax and Supply Chain Modeling By Chuck Talbert and David Zaiken If you’re a middle-market manufacturer, you know the […]
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September 22, 2025
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  • Hospitality
  • Tourism Hospitality

Surviving the Off Season

A Strategic Approach to Cash Flow Management by Adam Johnson If running a small business isn’t for the faint of heart, then operating a hospitality business […]
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September 17, 2025
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  • Article
  • International Tax
  • News
  • Tax

U.S. International Tax & Trade Update, September 2025

What Businesses Should Watch This Fall by David Zaiken September is proving to be an unusually active month in Washington and beyond, with important developments in […]
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September 10, 2025
South Carolina Income Tax Cut Bill
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  • Article
  • News

Medicare Premiums, Taxes and the Surprises That Can Cost You

Medicare Isn’t Free; Making Planning a Necessity You probably expect Medicare at 65 to feel like a financial relief, that insurance that replaces what your employer […]
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September 10, 2025
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  • News
  • Article
  • Audit

What Foreign-Owned Subsidiaries Must Do Before the Audit Starts

No Surprises, No Delays By Laurence Fritz U.S.-based subsidiaries of foreign parent companies often face a fast-paced and highly specific audit process, but with the right […]
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September 10, 2025
Categories
  • News
  • International Tax
  • Tax

New IRS Guidance on R&D Deductions

What You Need to Know by David Zaiken On August 28, 2025, the IRS released Rev. Proc. 2025-28, offering long-awaited direction on how taxpayers should handle research […]
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September 3, 2025
Categories
  • News
  • International Tax
  • Tax

No Time to Wait: Merging Tariff Tactics with Tax Opportunities

Outpace Uncertainty with Tax-Smart Moves by David Zaiken Despite numerous tariff threats, announcements and extensions since early this year, many companies did not believe President Trump […]
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September 2, 2025
Categories
  • Beyond the Balance Sheet
  • CEO Blog
  • News

Beyond the Balance Sheet: Adding Value Through Thoughtful Planning

At our WebsterRogers, we live by a clear mission: Elevating potential for a better tomorrow. That ethos is baked into everything we do, especially in how […]
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August 14, 2025
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  • Article
  • Outsourced Accounting

Outsourcing Your Accounting Function

It May Be the Most Efficient and Cost-Effective Approach by Emily Hicks As your business grows, you may find that what once worked – a one-time […]
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August 13, 2025
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  • Financial Planning
  • Article

The One Big Beautiful Bill and Your State Taxes

Why the Impact is Anything but Uniform By Kathleen Holston When Congress passed the One Big Beautiful Bill Act (OBBBA), most attention went to its sweeping […]
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August 1, 2025
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  • Article
  • International Tax
  • News
  • Tax

Why Now Is the Time to Act on New Tariffs

New Executive Order Finalizes Country-Specific Tariffs By David Zaiken Failure to plan is planning to fail. This popular quote may be old, but it’s never been […]
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August 1, 2025
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  • Financial Planning
  • Article

A Smart, Stress-Free Way to Offer Retirement Benefits

Understanding Safe Harbor 401(k) Plans By Jessica Harrington If you’re a small business owner looking to attract and keep top talent, offering a 401(k) plan is […]
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July 30, 2025
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  • Healthcare

How Medical Practices Stay Independent and Profitable

How Smart Leaders Are Responding to Shrinking Margins and Increasing Costs By Megan Ferguson Independent medical practices are under growing financial pressure. A fifth consecutive year […]
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July 28, 2025
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  • News
  • Tax

One Big Beautiful Bill Act

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July 24, 2025
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  • Article
  • Tourism Hospitality

Why the Best Retailers Prepare Before They Buy

By Adam Johnson Retailers in tourist areas are facing a one-two punch: a slower-than-expected start of the season and looming tariff hikes on imported goods. Before […]
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July 16, 2025
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  • News

David Zaiken Featured in Charleston Magazine’s 2025 “Faces of Charleston”

When a renowned international tax advisor is leading conversations on tariffs and trade with business leaders across South Carolina, he’s bound to grab attention. That’s exactly […]
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July 3, 2025
Categories
  • Article
  • International Tax
  • SALT
  • Tax

Tariffs, Taxes and Trade Deals

Why Strategic Planning Can’t Wait for Certainty Authored by David Zaiken   This has been the year of “wait and see” for tax professionals, but for […]
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June 18, 2025
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  • CEO Blog
  • Beyond the Balance Sheet

Beyond the Balance Sheet: The Power of a Pause

As we close the office for the week of July 4th, I want to take a moment to talk about why this pause matters—and why it’s […]
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June 13, 2025
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  • News
  • Article
  • International Tax
  • Tax

Tariffs Are Rising, and Tax Uncertainty Reigns – But Waiting Isn’t a Strategy

As trade and tax policies shift, manufacturers and importers must proactively assess supply chains, contracts, cost structures, and tax strategies By David Zaiken Although the barrage […]
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May 27, 2025
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  • CEO Blog
  • Beyond the Balance Sheet

Beyond the Balance Sheet: Elevating Potential for a Better Tomorrow

At Webster Rogers, the future isn’t something we wait for — it’s something we build together. That’s why today, I’m excited to share a bold step […]
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April 2, 2025
Categories
  • Tax

Maximizing Business Interest Deductions: Essential Strategies for Business Owners

By LaVonne Rosenberg and Tabatha  Bellflowers For business owners, interest expense is often a significant financial factor and a critical component of tax planning. However, due […]
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March 24, 2025
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  • News

RE: FinCEN Updates Reporting Requirements for US, Foreign Companies

Beginning January 1, 2024, a significant number of businesses are required to comply with the Corporate Transparency Act (CTA). The CTA requires the disclosure of the […]
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March 21, 2025
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5 Reasons Why Business Owners Choose C Corporations

Forming or restructuring a business requires careful planning, and the entity structure you select plays a pivotal role in shaping your financial and operational strategies. While […]
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March 17, 2025
Categories
  • CEO Blog
  • Beyond the Balance Sheet

Beyond the Balance Sheet: Celebrating Women’s History Month: A Conversation with Alison Swaggard

March is Women’s History Month, a time to celebrate the achievements of women in every field. This month, I sat down with Alison Swaggard, BSG Manager, […]
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March 11, 2025
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IRS Increases Standard Business Mileage Rate for 2025

For businesses that rely on driving — whether for sales calls, deliveries, or service visits — rising fuel costs can quickly add up. Even a small […]
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March 6, 2025
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Strengthening Your Business with Proactive Risk Management

Every small business encounters financial risks. Market fluctuations, shifting customer preferences and operational challenges can all affect your bottom line. However, these threats don’t have to […]
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March 4, 2025
Categories
  • News

Why a 401(k) Fiduciary Audit Matters

By Jessica Harrington Ensure Compliance and Manage Your Risk A 401(k) plan is a great benefit your company offers its team, but it’s a legal and […]
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March 3, 2025
Categories
  • Tax

Re: LATEST UPDATE on Beneficial Ownership Information Reporting

Beginning January 1, 2024, a significant number of businesses are required to comply with the Corporate Transparency Act (CTA). The CTA requires the disclosure of the […]
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February 26, 2025
Categories
  • Tax

LATEST UPDATE on Beneficial Ownership Information Reporting

Beginning January 1, 2024, a significant number of businesses are required to comply with the Corporate Transparency Act (CTA). The CTA requires the disclosure of the […]
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February 19, 2025
Categories
  • Article
  • News

WebsterRogers Expands Footprint to South Carolina’s Upstate, Appoints Laurence Fritz to Lead Market

Spartanburg, S.C., Feb. 12, 2024 – WebsterRogers LLP, a leading South Carolina-based accounting and consulting firm, is expanding its footprint to the Upstate region with the […]
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