Important June 2026 Individual & Tax Due Dates

, ,
June 2026 Individual Due Dates June 1 - 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,…

Did You Repay Money You Paid Taxes on in a Prior Year?

, , ,
There is a Solution to Provide Tax Relief. Article Highlights: Repaid Income that Was Taxed in a Prior Year Claim of Right Doctrine Common Situations for Repayment Relief Mechanisms: Deduction or Credit Determining the Best…

How Real Estate Professional Status Can Benefit Property Owners

Article Highlights: Real Estate Professional Status Tax Benefits Qualifications Personal Services Real Property Trade or Business 750 Hour Rule Material Participation Multiple Property Owners Property Aggregation Navigating…

A Surprise Refund Opportunity? Millions of Taxpayers May Be Owed COVID-Era Penalty Refunds

, , ,
The pandemic disrupted… well, everything. Business operations. Filing deadlines. IRS processing. Even the way taxpayers interacted with the government changed almost overnight. Now, years later, a federal court case is reopening a question…

Clients Are Paying Slower - And It's Not Just You

, , , , ,
It starts small. An invoice that used to get paid in 7 days… now takes 14. A reliable client suddenly “misses” your email. Another asks, “Can we split this payment?” At first, you ignore it. Then it stacks. And before long—you’re…

The IRS Is Cracking Down on “Creative” Tax Strategies—What It Means for You

, ,
A recent wave of IRS court victories is sending a clear message: If a tax strategy exists mainly to reduce taxes—and not for a real business purpose—it may not hold up. This isn’t a new idea. In fact, the foundation goes all the way…

Medically Related Home Improvements May Have Tax Benefits

, , , ,
Article Highlights Aging Population Home Improvements for Medical Care or Treatment Improvements that Increase the Home’s Value Improvements that Do Not Increase the Home’s Value Medical AGI Limitations Hot Tub Deduction…

AI Changing the Way You Scale Your Business

, ,
AI Isn’t Replacing Your Business. But It Is Changing How You Scale It There’s a lot of noise around AI right now. Some of it is about job loss. Some of it is about disruption. Most of it is not particularly helpful when you are trying…

How to Pay for College Without Regret

, ,
They Got In. Now You Have to Decide: How to Pay for College Without Regret You log into the portal together. There’s a pause before clicking. Then the decision appears on the screen. They got in. It’s everything you hoped for them. The…

Important May 2026 Due Dates

, ,
May 2026 Individual Due Dates May 11 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during April, you are required to report them to your employer no later than May 11. You can use IRS…