
The Mid-Year Review: Your Secret Weapon (Now That Everything Is Uncertain)
2025 Due Dates, Tax PlanningLet's face it: Waiting until December to check your business's financial pulse is like waiting for your engine to seize before checking the oil. In this economy? Downright reckless. We're not just talking about garden-variety economic jitters.…

Unlock Savings: How the Child and Dependent Care Credit Can Ease Your Childcare Costs
Financial Planning, Savings, Tax Planning, Tax Tips, TaxesArticle Highlights:
Qualifying Expenses
Whose Care Qualifies
Filing Requirements for Married Taxpayers
Maximum Amount of Expenses Eligible
Imputed Income for Disabled or Full-Time Student Spouse
Credit Percentages Based…

Navigating the Complexities of Estimated Tax Payments to Avoid Underpayment Penalties
Personal Finance, Tax Planning, Tax TipsArticle Highlights:
The Intricacies of Estimated Safe Harbors
Understanding Underestimated Penalties
Estimated Safe Harbors
Ratable Payments Requirement
Uneven Quarters and Computing Penalties
Workarounds: Increasing Withholding…

Cash Flow Management Amid Tax Payments: Keep Your Business in the Green
Payments, Productivity, Small Business, Startup, Tax Planning, Tax TipsWhen tax season rolls around, small and medium businesses often feel like they’re juggling flaming torches—one wrong move and everything could come crashing down. Balancing operating expenses with looming tax obligations isn’t just a challenge;…

Can’t Pay Your Taxes? Explore These Alternatives to Manage Your Tax Liability
Tax Planning, Tax TipsArticle Highlights:
If You Can’t Pay
Automatic Extension in Federally Declared Disaster Areas
Family Loans
Home Equity Loans and HELOCs
Credit Card
Short-term Payment Plan
IRS Installment Agreement
Tap a Retirement…

Millennials: Redefining Your Tax and Financial Planning
Millenials, Tax PlanningYou’re not like the rest—you’re a millennial, and you’re rewriting the rules of financial planning. As tax and accounting experts, we know that your unique lifestyle demands a fresh approach. With digital tools at your fingertips and…

Untangling the Tax Maze: Who Claims the Kids After Divorce?
Deductions, Divorce, Tax PlanningArticle Highlights:
Custodial Parent
Joint Custody Issues
Conflicts Between Family Court and the Tax Code
Tiebreaker Rules
Impact on Dependent Care Credit
Child Tax Credit
Impact on Earned Income Tax Credit (EITC)
Education…

Uncertain About the Reporting Deadlines for BOI?
Business, Corporate, Tax Planning, TaxesArticle Highlights:
Corporate Transparency Act
Beneficial Ownership Information
Events Leaving Beneficial Ownership Information Reporting in Doubt
History of Events
Current Status
Back in 2021 Congress passed the Corporate…

How Living in a Community Property State Impacts Married Couples’ Taxes
2024 Taxes, Tax Planning, Tax Tips, TaxesArticle Highlights:
Community Property Laws
Community Property States
Domicile and Its Importance
Treatment of Community Property
Community vs. Separate Property
When Community Property Ends
Special Rule for Spouses…

Important February 2025 Due Dates
2025 Due Dates, Tax PlanningFebruary 2025 Individual Due Dates
February 10 - Report Tips to Employer
If you are an employee who works for tips and received more than $20 in tips during January, you are required to report them to your employer on IRS Form 4070 no later…