ARTICLES

There’s still time to make smart tax moves before 2026 comes to a close. From reviewing your withholding and retirement contributions to charitable giving, business purchases, and investment losses, here are seven strategies to consider in the final 60 days of the year.

A strong year deserves a smart tax strategy. Discover five important conversations high-income business owners should have with their CPA before the end of the year to make informed decisions about compensation, deductions, retirement, estimated taxes, and future growth.

For taxpayers who requested an extension earlier this year, October 15 is an important filing deadline. If you miss the extension deadline, file as soon as possible. Gather your tax documents, determine your balance or expected refund, and address any amount owed.

Q4 is the time to move beyond tax preparation and start planning ahead. Explore five important tax planning conversations business owners should have before the end of the year.

Planning to donate before year-end? Learn how 2026 rules for cash, property, appreciated assets, and volunteer expenses can affect your charitable deduction.

If your child is starting college this fall, you may qualify for valuable tax breaks. Learn more.

Several provisions from the OBBBA now affect 2026 income, giving taxpayers new ways to manage their tax liability before year-end. Don't wait to begin strategizing ways to lower your tax bill.

A business structure should evolve as your company grows. Discover what business owners should review mid-year, including entity type, tax strategy, ownership changes, liability protection, and long-term growth goals.

Learn how high-net-worth families use estate planning, asset protection, tax strategies, and succession planning to preserve wealth for future generations.

Unused paid time off can lead to employee burnout, lower productivity, and increased organizational risk. Learn why encouraging employees to take PTO and reviewing your company's PTO policies can improve workplace well-being while supporting your business's long-term success.

Learn how employers should handle invalid W-4 Forms and employee withholding issues to remain compliant and avoid costly payroll mistakes.

SBA loans offer small businesses flexible financing with competitive rates, lower down payments, and longer repayment terms. Learn about the 7(a), 504, and Microloan programs to determine which option best supports your business's growth and financing needs.

Tax scammers are using increasingly sophisticated tactics to steal personal and financial information. Learn how to recognize common IRS scams, protect yourself from fraud, and know what to do if you receive a suspicious tax-related communication.

Side hustles can create valuable income, but they also come with tax responsibilities. Learn how the IRS determines whether an activity is a business or a hobby, why that distinction affects deductions, and what steps taxpayers can take to document profit motive and protect eligible write-offs.

Social Security benefits are not always tax-free. This article explains how provisional income affects the taxability of your benefits and highlights planning strategies retirees can use to better manage their tax exposure.

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.

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.

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.

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.

Review key tax deadlines beyond the April 15th deadline. Keeping up with these deadlines can significantly impact your tax situation.