Financial strategy for pre-retirement
The years leading up to retirement are one of the most critical windows in financial planning, offering opportunities to maximize savings, reduce future tax burdens, and position your portfolio [...]
Trump Accounts v. IRAs: A Child Savings Guide for Parents and Grandparents
Compare Traditional IRAs, Roth IRAs, 529 plans, and Trump Accounts to choose a tax-smart way to build wealth for your child and your future.
The USPS postmark change you need to know about before you mail anything tax-related
A USPS rule change means that the postmark on your tax-related mail may no longer reflect the day you actually dropped it off, and the IRS still uses that postmark to determine whether you filed [...]
Filed an extension? How to use the time between now and October 15th
Filing a tax extension buys you time, but only if you use it wisely. From revisiting your April payment estimate to gathering missing documents and staying on top of current-year obligations, the [...]
When unequal cash creates unequal risk: disproportionate distributions in S-corps
Disproportionate distributions in S corporations can trigger unintended tax consequences and even loss of S status. Learn where the risks arise and how strategic planning can preserve compliance [...]
Living trust myths vs. reality: what a revocable trust really does
Revocable living trusts are widely used and widely misunderstood. This article explains what revocable trusts actually do, what they don’t do, and why proper design, funding, and coordination [...]
Unusual grants for nonprofits: public charity status and the IRS ruling process
Learn how unusual grants can affect public charity status, the public support test, Form 990 reporting, and when an IRS ruling may be worth considering.
Your HSA isn’t a debit card: building a tax efficient healthcare reserve
Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible reimbursement rules, the HSA can serve as a powerful [...]
The Great Pretender: How AI Makes Tax Scams Look Legit
AI is making tax scams more convincing and harder to detect, using deepfakes, voice cloning, and personalized messages to exploit busy teams during tax season.
A smarter way to manage your taxes: inside the IRS online account
The IRS Individual Online Account gives taxpayers secure, year-round access to tax records, balances, payments, and official notices all in one place. Read on to discover how this powerful tool [...]
