09/04/2026
Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.
Reminder: Third Quarter Estimated Taxes are Due - Now is the time to make your estimated tax payment
If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.
08/28/2026
Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.
Donating to Charities? Do it RIGHT! - Donation basics to ensure a proper tax deduction
Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.
08/21/2026
When an interest rate matters. This is what you need to know.
Understanding Tax Terms: AFRs
The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.
08/14/2026
The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details.
The Tax Impact as Your Children Grow Up - Prepare now for potential income tax hits
As your children age, you can easily be surprised by a larger tax bill. To help ease the possible burden, here are some possible tax hits to prepare for as your children grow older.
08/07/2026
Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.
2026 Health Savings Account Limits - Reminder to review your contributions
Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.
07/31/2026
Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.
Hidden Back to School Tax Deductions - Plus NEW mileage rates!
Time to buy school supplies? Pay for field trips? Is any of this tax deductible? Here are some ideas to find a tax break in the back-to-school rush.
07/24/2026
If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.
Great Charitable Deduction Ideas
Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.
07/17/2026
Providing a gift of stock can make sense if handled properly. Read more.
A Gift of Stock - Information is key when using this tax planning strategy
Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.
07/10/2026
Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business?
Understanding Tax Terms: Pass-through Entities - What everyone should know
Given the popularity of this business format, it continues to drive tax policy. Here is what you need to know.
07/03/2026
The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.
Toss This. Not That. 2025 Edition - Your guide to post tax-filing record retention
After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.