March 2026

Sean T. Daughton,

CPA, CFE

Audit Partner

Featured Article From Our Experts

Is Your Inventory Missing—Or Stolen? Ask an Expert

Retailers, manufacturers and businesses across various industries must closely monitor inventory to avoid losses due to error, mismanagement and theft. When discrepancies arise, determining the root cause is critical. Engaging a fraud specialist can help uncover the truth by analyzing internal controls, reviewing inventory records and identifying red flags. This article explores why investigating inventory discrepancies is essential and how experts detect and prevent losses.

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What's New for Retirement Catch-up Contributions in 2026

Beginning in 2026, the SECURE 2.0 Act imposes new requirements on higher-income employees making catch-up contributions to certain employer-sponsored retirement plans. Workers age 50 or older whose prior-year wages exceed the income threshold can make catch-up contributions only as after-tax Roth contributions. This article discusses the changes and the implications for higher-income taxpayers.    

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Businesses Regain Immediate Deduction for R&E Expenses 

The One Big Beautiful Bill Act (OBBBA) reinstates the immediate deduction for domestic research and experimental (R&E) expenses beginning in 2025, reversing prior amortization requirements. This change may create meaningful tax savings and new planning opportunities for some businesses, including accelerated recovery of prior-year R&E costs and enhanced incentives for U.S.-based research activities. 

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IRS Expands Digital Asset Reporting With New Form 1099-D

New IRS reporting requirements impact how certain digital asset transactions are reported to the IRS. Beginning with the 2025 tax year, brokers generally must use the new Form 1099-DA to report gross proceeds from the sale or exchange of certain digital assets. This article explains what it means for investors and why accurate recordkeeping remains essential. 

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Employee Engagement May Be Weaker Than It Appears

Employee engagement may not be as strong as it appears. This article explores why engagement requires ongoing attention, and how employers can take practical steps to measure, understand and strengthen workforce engagement. 

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About Dannible & McKee, LLP

Dannible & McKee, LLP is a leading CPA firm that has been providing audit, tax, accounting and financial management consulting services to clients nationwide since 1978. Known for our technical expertise and deep industry experience, we are committed to delivering high-quality service tailored to our clients' needs. Our firm is guided by core values that prioritize our clients' best interests, ensuring they receive the strategic insights and support needed to navigate financial complexities with confidence. In a profession built on precision and trust, our greatest reward comes from the simplicity of helping good people prosper. By providing clarity in every financial decision, we contribute to their long-term success. That's the key to Delivering Confidence!

Learn more about Dannible & McKee at: www.dmcpas.com.