Small business owners: Are you at risk for an IRS audit? How should you respond if you receive an IRS examination notice? Find the answers and discover ways to make the process more manageable. https://t.co/o40gv9DV4b
If you’re planning to sell your business, receiving the purchase price over time may allow you to spread your gain — and the related tax — over several years. Let’s review the pros and cons of installment sales. https://t.co/o40gv9DV4b
Dividends aren’t the only way to take cash out of your C corporation. Here are some more tax-efficient alternatives to think about before year end. https://t.co/o40gv9DV4b
Small business owners may be unsure about the proper tax classification of equipment repairs, facility renovations and replacements of worn building components. As you plan for the end of the 2026 tax year, it’s important to review the rules. https://t.co/o40gv9DV4b
Does your teenager have a part-time job or earn income from babysitting, yardwork or other self-employment? An IRA can provide an early start on decades of tax-advantaged saving. https://t.co/o40gv9DV4b
Year-end tax planning strategies may warrant a review with the alternative minimum tax (AMT) in mind — even if you haven’t owed the AMT in recent years. https://t.co/o40gv9DV4b
Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later. https://t.co/o40gv9DV4b
A special needs trust allows you to leave as much as you can for a family member with disabilities without negatively affecting government benefits. https://t.co/o40gv9DV4b
Does your estate plan benefit your grandchildren or other loved ones more than one generation below you? If so, your plan must address not only gift and estate taxes, but also the generation-skipping transfer (GST) tax. https://t.co/o40gv9DV4b
Careful estate planning is essential for non-U.S. citizens because citizenship, domicile and asset location can significantly affect gift and estate tax exposure and the strategies available to minimize it. https://t.co/o40gv9DV4b
Handwritten changes to an executed will may seem like a convenient way to update it, but they can create legal uncertainty and increase the risk of disputes. Learn why a properly executed codicil or new will is generally a safer way to help ensure your current wishes will be carried out. https://t.co/ztjr64gHjx
Payroll tax compliance involves more than calculating paychecks. Learn which areas deserve closer attention and how to respond when something goes wrong. https://t.co/o40gv9DV4b
The tax rules for several fringe benefits have recently changed. See what’s new for 2026 and what to consider as you fine-tune your benefits package for 2027. https://t.co/o40gv9DV4b
Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale. https://t.co/ztjr64gHjx
At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year. https://t.co/o40gv9DV4b
Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale.
There are several differences between an inter vivos trust and a testamentary trust. Learn how each trust type might help you achieve your estate planning goals. https://t.co/o40gv9DV4b