JCC & Associates

09/10/2026

Life insurance is often tax-favored, but withdrawals, loans, policy sales, and certain benefits can create unexpected tax consequences. Learn the key rules that may affect your policy.

Learn how life insurance taxes can affect withdrawals, loans, policy sales, death benefits, MECs, and accelerated benefits.

09/10/2026

A living inheritance can help children when they need it most, but large gifts can create tax and estate-planning consequences. Here’s what to consider before transferring wealth.

A living inheritance can help your children now, but large gifts may have tax and estate-planning consequences. Learn what to consider before giving.

09/08/2026

If you rely on estimated tax payments, it’s important to make this installment on time to help avoid underpayment issues later in the year.

09/04/2026

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

09/03/2026

Business expenses can reduce taxable income, but many learn too late that a deduction is only as good as the records behind it.

Protect your business deductions. See what the IRS requires for travel, meals, and vehicle mileage logs—and how to avoid 20% accuracy penalties.

02/20/2026

If you paid IRS tax penalties and interest during the COVID-19 pandemic you may be able to recover those amounts because of a recent court case.

A recent court ruling may allow taxpayers to reclaim certain IRS penalties and interest from the COVID-19 period. Learn key actions and filing deadlines.

02/19/2026

As tax season cranks up, it is important to be aware of the many tax changes affecting 2025 so you can be better prepared for your tax appointment.

02/18/2026

If one client generates over 15% of your revenue, buyers see risk. Learn how client concentration affects valuation, due diligence, and what to do before you sell.

02/17/2026

The IRS has introduced proposed regulations that outline the eligibility criteria for deductions on interest paid on loans for qualified passenger vehicles intended for personal use.