Robertson Financial Group

10/06/2026

Think only banks report big cash payments? Not always. If your business accepts more than $10,000 in cash, IRS Form 8300 may apply—and knowing the rules can help you avoid costly penalties. Read now to see what counts as cash, when to file, and how to stay compliant.

Learn when and how to file IRS Form 8300 for cash payments over $10,000. Understand definitions, e-filing rules, and deadlines to avoid penalties.

10/05/2026

Accepted cash payments can trigger important IRS reporting rules—and missing them can cost your business. Learn why Form 8300 matters, what counts as a reportable transaction, and how to stay compliant with confidence. Read now to protect your business.

Learn why businesses that accept large cash payments must file Form 8300 with the IRS and FinCEN. Tucker, GA tax professional Michael Robertson explains.

10/05/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.

10/02/2026

He looked like a pro football player—and allegedly used that image to fuel a $1.3M fraud scheme. Don’t let polished photos and “advisor” endorsements fool you. Learn the red flags that can help protect your money and your future. Read now.

Understand the red flags of sophisticated investment scams and explore the complex tax implications of fraud losses and IRA theft.

10/01/2026

Elder fraud is more common—and more deceptive—than many families realize. From fake emergency calls to romance scams, scammers use fear and urgency to steal savings and trust. Learn the warning signs and how to protect your loved ones. Read now.

Learn how to spot and prevent elder fraud. Protect senior family members from financial scams, identity theft, and online exploitation.

10/01/2026

Think your “limited partner” label protects you from self-employment tax? Not so fast. Recent court rulings have made the rules much more complicated for LLCs and partnerships, especially when owners are active in the business. Find out what this means for your tax strategy and how to stay protected. Read now.

Analyze how the Soroban and Sirius Solutions rulings impact self-employment tax exclusions for active limited partners and LLC members.

09/30/2026

Retirement tax moves aren’t something to leave until filing season. A Roth conversion, RMDs, Social Security, and even the new senior deduction can all affect each other in surprising ways. See why year-end planning could save you from costly surprises. Read now.

Prepare for retirement tax moves before December 31, 2026. Optimize Roth conversions, RMD planning, and the enhanced senior deduction with our team.

09/29/2026

Crypto investors beware: a convincing fake “Digital Asset Compliance Portal” scam is using official-looking mail and QR codes to steal sensitive financial info. Before you scan or share anything, learn how to spot the warning signs and protect your assets. Read now.

Learn to identify the fake IRS Digital Asset Compliance Portal mail scam and protect your crypto wallets and private credentials from fraud.

09/28/2026

Apple’s $17.1B tax payment to Ireland wasn’t just about one year—it included billions in back taxes from a years-long EU dispute. Curious how a corporate tax battle turned into one of the biggest payments ever? Read now to see what businesses can learn about tax planning and compliance.

Discover why Apple paid a massive $17.1 billion in income taxes to Ireland in 2025 and what business owners can learn about tax planning.

09/28/2026

Limited partner status isn’t always the tax shield it used to be. Recent court rulings are reshaping when partnership income may be subject to self-employment tax—and the rules aren’t as clear as they once were. Find out what this could mean for your partnership and tax strategy.

Recent court rulings have complicated whether a limited partner's income is subject to self-employment tax. Contact Robertson Financial Group in Tucker, GA.