Articles page 15 of 91.
- June 30, 2025
Video Tips: Roth IRA 5-Year Rule - What Is It?
Understand the Roth IRA 5-year rule and its impact on tax-free withdrawals. Learn how this timeline affects your retirement distributions.
Read → - June 27, 2025
Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households
High-earning couples can cut tax bills with smart planning. Learn strategies to reduce dual-income household tax liability.
Read → - June 26, 2025
A Comprehensive Guide for Itemized Medical Deductions
Learn how to maximize itemized deductions for out-of-pocket medical and dental expenses that exceed 7.5% of AGI on IRS Form 1040 Schedule A.
Read → - June 25, 2025
Master Your Retirement: Essential Strategies for a Secure Future
Discover essential retirement strategies, from downsizing and tax planning to RMDs, Medicare premiums, and charitable giving for a secure financial future.
Read → - June 24, 2025
Video Tips: Don't Miss Out on the Childcare Tax Credit
You may qualify for a tax credit for childcare or care for a dependent who can't care for themselves. Watch this short video to learn more.
Read → - June 23, 2025
July 2025 Individual Due Dates
Stay on track with July 2025 tax deadlines. Learn when to check your mid-year tax status and report tips to your employer to avoid penalties or surprises.
Read → - June 23, 2025
Think the IRS Is Slowing Down? Why That Might Actually Increase Your Audit Risk
The IRS uses AI, DIF scores, and data matching to catch errors. Downsizing doesn't mean you're safe from audits—learn how to protect your return.
Read → - June 23, 2025
Stop Guessing, Start Tagging: How to Make QuickBooks® Online Work Smarter for You
Tags in QuickBooks® Online let you track what matters most. Learn how to set them up and why they’re crucial for smarter business decisions in 2025.
Read → - June 20, 2025
July 2025 Business Due Dates
Review important July 2025 business tax deadlines including payroll deposits, Form 941, and pension plan filings. Stay compliant and avoid costly penalties.
Read → - June 20, 2025
How a Facebook Flex Landed the ‘Queen of Tax Fraud’ Behind Bars for 21 Years
Rashia Wilson flaunted her fortune on Facebook, calling herself the “Queen of Tax Fraud.” Her multimillion-dollar scheme unraveled fast. Here’s how.
Read → - June 19, 2025
Discover Lifelong Benefits: How the Adoption Tax Credit Can Change Your Family's Story
Learn how the federal adoption tax credit and other resources can ease the financial burden of adoption and help you grow your family with confidence.
Read → - June 18, 2025
Is Your Business Overpaying Taxes? 3 Mid-Year Moves That Could Lower Your 2025 Bill
Don't wait until December. These three mid-year tax planning strategies can help business owners reduce their 2025 tax liability and boost cash flow.
Read → - June 17, 2025
Unlocking Business Tax Credits: A Comprehensive Guide
Discover major business tax credits—from WOTC to energy and childcare credits—that help reduce liability and support growth, inclusion, and innovation.
Read → - June 16, 2025
Video Tips: Old Tax Records – Can You Safely Dispose of Them?
Watch this video to learn how and when to safely dispose of your old tax records.
Read → - June 13, 2025
Sun, Sand… and a New Tax? Mexico’s Cruise Fee Sets Sail This Summer
In July 2025, cruise passengers to Mexico will pay a new tax, beginning at $5 and rising to $21. Here’s how it works and what it means for travelers.
Read → - June 12, 2025
Summer Hiring? Here’s How to Handle Seasonal Workers, Interns, and Payroll Compliance Without the Headache
Hiring summer help? Stay IRS compliant with interns, part-time workers, and contractors while capturing available tax credits.
Read → - June 12, 2025
Navigating IRS Penalty Abatement
Learn how to request IRS penalty relief using Reasonable Cause or First-Time Abatement (FTA), plus who qualifies and how to apply.
Read → - June 10, 2025
Congress Is About to Terminate Environmental Tax Credits. Taxpayers Need to Act Quickly to Qualify
House-passed legislation aims to sunset several critical environmental tax credits by December 31, 2025. Legislation currently with the Senate.
Read → - June 9, 2025
Video Tips: Who Will Watch Your Kids This Summer Break?
Working this summer? You may qualify for a tax credit on childcare costs. Watch this video to learn about eligibility and how to claim it.
Read → - June 6, 2025
$5 Billion Federal School Voucher Plan Advances, But Faces Steep Opposition in Senate
A proposed $5B federal voucher program is gaining traction in Congress, but it’s not law yet. Here's what it could mean for public and private education.
Read → - June 5, 2025
W-2 by Day, Wedding Photographer by Weekend? Don’t Let Your Side Hustle Become a Tax Nightmare
Side hustle income is taxable. Learn how to avoid tax traps, save on self-employment tax, and stay compliant if you also have a W-2 job.
Read → - June 4, 2025
Domestic Abuse Survivors: A Path to Financial Recovery
Survivors of domestic abuse may face tax burdens caused by a spouse. Learn about your rights, IRS relief options, and steps toward financial independence.
Read → - June 2, 2025
Video Tips: The Deadline Is Coming for Taxpayers Living Abroad
U.S. Taxpayers who are U.S. citizens or residents living and working abroad should make sure to meet their tax filing deadline on June 17, 2025.
Read → - May 29, 2025
Understanding the Proposed Tax Legislation: A Cautionary Approach to Tax Planning
Explore key provisions of the House’s proposed tax bill and why it's smart to hold off on tax planning until the legislation is finalized.
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