
Tens of Millions Claimed New Tax Breaks — Did You Miss One?
Deductions, Tax Credits, Tax Planning, Tax Tips, TaxesArticle Highlights:
IRS Preliminary 2025 Tax Returns Filing Data
What the Government Reported
Overall Uptake
Overtime (OT) Deduction
Tip Income Deduction
Enhanced Senior Deduction
Carloan Interest for Americanmade…

Gen Z Is Earning Differently—And Most Are Getting Taxes Wrong
Self-Employment, Tax Planning, Tax TipsThis generation doesn’t wait for a paycheck.
They create income on their own terms.
Selling products online.
Editing videos for clients.
Running social media accounts.
Picking up freelance work between classes or jobs.
It’s flexible.
It’s…

Important June 2026 Individual & Tax Due Dates
2026 Due Dates, Tax Planning, TaxesJune 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?
Tax Credits, Tax News, Tax Planning, TaxesThere 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…

The IRS Is Cracking Down on “Creative” Tax Strategies—What It Means for You
Tax Planning, Tax Tips, TaxesA 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…

The IRS Is Paying Attention Again: Why More Taxpayers Are Getting Notices
Audit, Tax News, Tax Planning, Tax Tips, TaxesFor a period of time, IRS activity felt quieter.
Response times were longer. Enforcement felt less visible. Fewer taxpayers were hearing from the IRS directly.
Many people got used to that environment.
Now things are shifting.
Not all at…

Tax Filing Deadlines Are Rapidly Approaching
2025 Due Dates, 2025 Taxes, 2026 Due Dates, Tax Planning, Tax Tips, TaxesArticle Highlights:
Filing due date
Balance due payments
Contributions to a Roth or traditional IRA
Individual refund claims for tax year 2022
Filing extension
Foreign Bank and Financial Accounts Report (FBAR)
Estimated…

Important April 2026 Due Dates
2026 Due Dates, 2026 Taxes, Tax Planning, Tax TipsApril 2026 Individual Due Dates
April 10 - Report Tips to Employer
If you are an employee who works for tips and received more than $20 in tips during March, you are required to report them to your employer no later than April 10. You can…

Estimated Tax Payments Are Not Just for the Self-Employed
2025 Taxes, 2026 Taxes, Financial Planning, Self-Employment, Small Business, Tax Credits, Tax PlanningArticle Highlights:
Employees
Self-Employed Individuals
Periodic Payments
Underpayment Penalty
Safe Harbor Payments
Unlike employees, who have income, Social Security, and Medicare taxes withheld from their wages, self-employed…

Checking Your Federal Refund Status Is Easy
2025 Taxes, Tax Planning, Tax Refund, Tax Tips, TaxesArticle Highlights
24/7 Access
Quick Posting
Direct Deposit
Necessary Information
As you are no doubt aware, the IRS has made a significant shift in its approach to issuing tax refunds by discontinuing the practice of sending…
