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Gift Investments, not just Cash: A Smart Way to Reduce Taxes
Transferring appreciated stock to loved ones in lower tax brackets may help reduce federal capital gains taxes. Learn how this strategy works, who can benefit, and important tax rules to consider before making a gift.
May 15


New Itemized Deduction Limits Could Increase Taxes for High-Income Earners in 2026
New tax rules taking effect in 2026 could limit the value of itemized deductions for high-income earners. Here’s what taxpayers should know now and the planning opportunities to consider.
May 11


You May Need to Adjust your Tax Withholdings
If you receive a big refund or owe a lot at tax time, your withholding may need to be adjusted. Discover how to make your 2026 taxes match what you really owe.
May 5


What to Do After Filing Your 2025 Tax Return
Filing your tax return is only the first step. Learn how to check your refund, consider amending your return, organize records, and start planning for 2026 taxes.
May 4


2026 Individual Tax Calendar: Key Deadlines for the Remainder of 2026
Review key tax deadlines beyond the April 15th deadline. Keeping up with these deadlines can significantly impact your tax situation.
Apr 21


How to File an Amendment on your Tax Returns
Mistakes on a tax return aren’t the end of the world. Learn how to amend a previously filed return, when it’s necessary, and what steps to take to ensure corrections are handled properly and efficiently.
Apr 20


Tax Implications of NIL (Name, Image, Likeness) for Student-Athletes
NIL has opened the door for college athletes to earn money through endorsements, social media, and brand deals. Learn NIL basics, tax rules, and smart money tips for college athletes and parents.
Apr 16


Family Tax Credits: What Parents Need to Know for 2025
Raising a family is expensive; however, there are tax credits designed for families to make things easier. Discover the 2025 credits available for children, adoption, dependents, and education.
Apr 13


Don’t Miss the 2025 IRA Contribution Deadline
You still have time to make a 2025 IRA contribution — but the deadline is April 15, 2026. This article breaks down contribution limits, tax deductions, income eligibility, and strategies like backdoor Roth IRAs to help you maximize your retirement savings.
Apr 9


Thinking of Filing Late without an Extension? Think Again.
Missing the tax deadline without filing an extension can mean costly penalties and interest. This article breaks down what happens when you file late, what it could cost you, and how to take action to reduce the financial impact.
Apr 7


Reasons Why Filing an Extension Is a Smart Move
Hurrying to file taxes can cause mistakes and overlook deductions. Requesting an extension gives you extra time to gather documents and file accurately, making tax season less stressful and more strategic.
Apr 6


April 15th isn’t JUST Tax Day
April 15 is not just the tax filing deadline, it’s a prime moment to review tax-saving strategies and ensure compliance. Consult a trusted tax professional to avoid costly errors and make the most of your tax benefits.
Apr 2


Don’t Miss This Tax-Saving Opportunity: Set Up a SEP Before You File
Set up a SEP IRA before filing your 2025 taxes to reduce your tax bill. Learn deadlines, contribution limits, and how this simple plan can benefit business owners.
Apr 1


Don’t Forget Your 2025 IRA Contribution: Tax-Deductible or Not
You can contribute to your 2025 IRA until April 15, 2026. Traditional and Roth IRAs offer tax benefits and growth potential. Review income limits, eligibility, and strategies like backdoor Roth conversions to maximize your contribution.
Mar 31


4 Types of Interest You to Deduct
Not all interest is deductible, but there are exceptions that can reduce your taxes. This article explains four types of deductible interest: mortgage, auto loan, student loan, and investment interest.
Mar 27


What Medical Expenses Can You Deduct on Your 2025 Tax Return?
Not all medical expenses are tax-deductible. For 2025, you can deduct eligible costs that exceed 7.5% of your adjusted gross income if you itemize your deductions. This article explains which expenses qualify and how to determine if the deduction will benefit you.
Mar 25


2026 Social Security Wage Base: What It Means for Your Taxes
The Social Security Administration has raised the wage base for 2026 to $184,500, affecting payroll taxes for both employees and self-employed individuals. Learn more.
Mar 17


Should you Start your Business as an S-Corporation?
Choosing the right tax structure is one of the most important decisions when starting a business. Learn how S corporation status works, who qualifies, and the potential tax advantages and drawbacks business owners should consider before making the election.
Mar 5


Understanding Common IRS Notices and How to Spot a Scam
IRS letters can be stressful, but most are routine and easily resolved. This article explains common IRS notices, what they mean, steps to respond, and tips to avoid scams.
Feb 23


Why IRS Notices Have Increased and What It Means for You
The article discusses why IRS notices have become more common. It also offers useful steps for handling an IRS notice, emphasizing quick response and seeking expert advice to prevent penalties and handle problems effectively.
Feb 17
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