NEWS

Subscribe to our newsletter so you don’t miss out on the latest news and potential tax savings tips.

Dog dressed as a ghost trick or treating for Halloween.
Newsletters

October Newsletter

This month we have more tax-saving tips for you including:

1) Learn How to Beat 2025 Estimated Tax Penalties Instantly
2) OBBBA Revives Your Ability to Kill Capital Gains with QOFs
3) OBBBA’s Secret Gift: Bigger Tax Breaks for QCDs from Your IRA
4) Selling a Term Life Insurance Policy Creates Thorny Tax Issues

Read More »
Calculator and note about overtime pay
Newsletters

September Newsletter

This month we have more tax-saving tips for you including:

1) OBBBA Restores and Creates New 100 Percent Deductions
2) OBBBA: How You Can Win With Itemized Deductions
3) OBBBA: Gamblers Taxed on Fictional Income
4) OBBBA: New Overtime Pay Deduction
5) OBBBA Enhances Tax Breaks for Qualified Small Business Stock

Read More »
Highway sign stating New Tax Laws just ahead as it relates to the One Big Beautiful Bill Act.
Newsletters

July Newsletter

This month we summarize for individuals and businesses the significant new tax legislation of the One Big Beautiful Bill Act (OBBBA).

1) New Tax Legislation Affecting Individuals
2) New Tax Legislation Affecting Businesses

Read More »
Car on road with driver giving a thumbs up.
Newsletters

June Newsletter

This month we have more tax-saving tips for you including:

1) $150,000 Self-Employed Retirement Plan Penalty
2) Turn Your Corporate Vehicle into a Tax-Smart Asset
3) Personal Vehicle for Business Can Produce a Big Surprise Deduction
4) Should Landlords File Form 1099-NEC?
5) Do You Have to Die to Collect Life Insurance?

Read More »
"Hello May" on yellow mug.
Newsletters

May Newsletter

This month we have more tax-saving tips for you including:

1) IRS Makes It Harder to Use the Section 530 Safe Harbor
2) Protect Your Deductions
3) Avoid Unwanted Partnership Tax Status: Elect Out
4) Can I Deduct a Scam Loss?

Read More »
Grass with white and purple flowers and yellow butterflies flitting about.
Newsletters

April Newsletter

This month we have more tax-saving tips for you including:

1) New CA, IL, NY Laws Require Written Freelance Agreements
2) Tax Code-Defined Statutory Employees Are Hybrid Self-Employed
3) Beat the Estimated Tax Penalty with Strategic Withholding
4) Backdoor Roth IRA Conversions: Smart Move or Hidden Tax Trap?

Read More »
Scroll to Top