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.

Effective tax planning is about more than maximizing deductions. Learn how to evaluate tax-saving opportunities while protecting the cash flow your business needs to operate, invest, and grow.

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

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.

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.

Selling investment or commercial real estate? A Section 1031 like-kind exchange can help defer capital gains taxes, but strict IRS rules apply. Learn More.

Commercial real estate owners may be able to unlock significant tax savings through a cost segregation study. By identifying building components that qualify for shorter depreciation periods, businesses can accelerate deductions, improve cash flow, and take advantage of enhanced depreciation benefits.

Not all businesses are classified the same for tax purposes. Learn how the IRS defines a "small business" and discover five valuable tax benefits that could help simplify accounting and reduce your tax liability.

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.

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.

With the tax deadline approaching, you can still reduce your 2025 tax bill. This article covers last-minute depreciation tactics like bonus depreciation, Section 179, and QBI to help you save before filing.

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.

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.

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.

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.

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.