Articles on tax, books and running a business.
2,180 articles on tax, bookkeeping, payroll and the decisions owners face.
- August 10, 2026
Video Tips: What Is Claim of Right?
Learn how the Claim of Right rules may provide tax relief when you repay more than $3,000 of income that was previously reported and taxed.
Read → - August 7, 2026
Treasury Signals Increased Scrutiny of Sophisticated Tax Investment Strategies: What High-Net-Worth Investors Should Know
Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning.
Read → - August 7, 2026
Unlocking the HSA; A Rare Triple Tax Break for Medical and Retirement Planning
In this article, we discuss HSA triple tax benefits, contribution limits, qualification rules, and strategies to use an HSA for retirement planning.
Read → - August 6, 2026
2026 Sales Tax Holidays: Where Shoppers Can Save This Back-to-School Season
Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more.
Read → - August 5, 2026
The IRS Is Updating Its Voluntary Disclosure Program for Cryptocurrency: What Crypto Investors Need to Know
The IRS is updating its Voluntary Disclosure Program for crypto. Learn what it means if you have unreported cryptocurrency transactions.
Read → - August 4, 2026
Succession Planning for Business Owners; Protecting Your Company, Your Family and the Tax Outcome
Plan your business succession with confidence. Learn how taxes, ownership, buy-sell agreements, and continuity planning protect your business and legacy.
Read → - August 3, 2026
Video Tips: Foreign Earned Income Exclusion
U.S. citizens or resident aliens of the United States who live abroad are taxed on their worldwide income. But are you aware of a potential income exclusion?
Read → - July 31, 2026
The Billionaires Tax Debate Is Going National. Here's Why It Matters.
There has recently been a call for a national billionaire tax instead of a state wealth tax. Here's what the proposal includes and whether it could become reali
Read → - July 30, 2026
Maximizing Educational Savings: A Comprehensive Guide to Section 529 Plans
Learn how 529 plans can help you save for education with tax advantages, flexible contribution options, and strategies for unused funds.
Read → - July 29, 2026
Before You Buy the Equipment, Seek Advice
Thinking about buying business equipment? Learn why tax planning before you purchase can improve cash flow, financing, and long-term results.
Read → - July 28, 2026
Important Change For Premium Tax Credit Repayments In 2026; What Taxpayers Need Know Now
Learn how the 2026 premium tax credit repayment changes could increase your tax bill and what steps you can take now to avoid surprises.
Read → - July 27, 2026
Video Tips: New Business Expenses and Tax Deductibles
Starting a business? Learn which startup and organizational costs may be deductible and why making the right tax election early matters.
Read → - July 24, 2026
Hiring, Layoffs, and Contractors: Payroll Tax Mistakes That Get Expensive Fast
Workforce changes can create payroll tax nexus, contractor, trust fund tax, reimbursement, and benefits issues. Learn what to review now.
Read → - July 23, 2026
August 2026 Business Due Dates
Stay on top of August 2026 business tax deadlines, including Form 941, payroll tax deposits, and nonpayroll withholding requirements.
Read → - July 23, 2026
Domicile What It Means Why It Matters and How to Protect Your Tax Position
Moving or living in two states? Learn how domicile affects state taxes, residency, and audits, plus steps to protect your tax position.
Read → - July 22, 2026
August 2026 Individual Due Dates
Review the August 2026 individual tax deadline for reporting July tip income and learn how timely reporting helps you stay compliant.
Read → - July 22, 2026
How to Create and Customize Invoices in QuickBooks Online
Learn how to create, customize, send, and track invoices in QuickBooks Online to improve cash flow and streamline billing.
Read → - July 22, 2026
No Direct Deposit? Your IRS Refund Could Be Delayed for More Than Two Months
Received an IRS CP53E notice? Learn why taxpayers who choose paper refund checks may wait more than two months and what you can do to avoid delays.
Read → - July 21, 2026
Free Retirement Money? Here’s How to Get It
Learn how the Saver’s Credit can reduce your taxes through 2026 and how the new Saver’s Match will boost retirement savings starting in 2027.
Read → - July 21, 2026
Trump Accounts and Gift Tax Returns: How IRS Guidance Changed the Rules for Family Contributions
IRS guidance clarifies when Trump account contributions qualify for the gift tax annual exclusion and when a gift tax return may still be required.
Read → - July 20, 2026
Reasonable Compensation Is Not a One-Time Decision
Reasonable compensation should evolve as your business grows. Learn why S corporation owners should review salary, distributions, and tax planning regularly.
Read → - July 20, 2026
Video Tips: Big News for Retired Disabled First Responders
Learn how a new federal law may make certain disability pensions for retired first responders tax-free starting in 2027.
Read → - July 17, 2026
Booming or Slowing Down? Why Your 2026 Tax Strategy May Need a Reset
The economy is uneven. Learn tax planning strategies for growing and slowing businesses, including cash flow, expenses, and 2026 tax-saving opportunities
Read → - July 16, 2026
If You Owe the IRS Money, Here’s What You Should Know About the Statute of Limitations on Collection
Learn how the IRS 10-year collection statute works, what can extend it, and why waiting out tax debt is often riskier than it sounds.
Read →