Important July 2025 Due Dates

July 2025 Individual Due Dates July 1 - Time for a Mid-Year Tax Check Up Time to review your 2025 year-to-date income and expenses to ensure estimated tax payments and withholding are adequate to avoid underpayment penalties. July 10 -…

A Comprehensive Guide for Itemized Medical Deductions

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Article Highlights: Adjusted Gross Income (AGI) limitation Itemized Deductions List of Over 60 Medical Issues and Their Deductibility In today's world, where medical costs are soaring, understanding the intricacies of tax-deductible…

Navigating IRS Penalty Abatement

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Article Highlights: Understanding Reasonable Cause Abatement What Constitutes Reasonable Cause? How to Apply for Reasonable Cause Relief Who Can Apply? IRS Guidelines on Evaluating Reasonable Cause Grounds Used for Requesting…

Summer Hiring? Here’s How to Handle Seasonal Workers, Interns, and Payroll Compliance Without the Headache

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Hiring for the summer? That’s exciting—until the IRS gets involved. While onboarding interns or part-time help sounds simple enough, summer hiring is one of the most common ways small business owners get tripped up on payroll, compliance,…

Tips Every Self-Employed Individual Should Know About Self-Employment Tax

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Article Highlights: What is Self-Employment Tax? Net Earnings Subject to Self-Employment Tax Comparison: Employee vs. Self-Employment Prepayment and Estimation Exemptions from Self-Employment Tax Issues and Challenges Self-employment…

Summer Jobs for Your Children

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Article Highlights Higher Standard Deduction IRA Options Typical Summer Jobs for Young Adults Self-Employed Parent Employing Your Child Tax Benefits Summer jobs for kids offer more than just extra cash—they provide…

Tax Bill Clears the House: What It Means for Americans and What’s Next

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On May 22, the U.S. House of Representatives passed a sweeping tax package, advancing a bill that could significantly reshape the federal tax landscape heading into the 2025 filing season. Dubbed by supporters as “The One Big Beautiful Bill,”…

Important June 2025 Due Dates

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June 2025 Individual Due Dates June 2 - Final Due Date for IRA Trustees to Issue Form 5498 Final due date for IRA trustees to issue Form 5498, providing IRA owners with the fair market value (FMV) of their IRA accounts as of December 31, 2024.…

You Are Not an ATM

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Let’s get one thing straight: your business is not a bottomless pit for personal spending. Too often, SMB owners treat their bank accounts like ATMs—dispensing cash on impulse until there’s nothing left for growth, innovation, or even…

Understanding Filing Requirements and Non-Compliance Penalties for Exempt Organizations 

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Article Highlights: Annual Filing Requirements Understanding Which Form to File Due Dates and Extensions Online Filing Options Consequences of Late Filing or Non-Filing Monetary Penalties for Filing Non-Compliance Other…