Individual Tax Briefs

Whats what with individual tax and the best tips and planning opportunities out there.

April 15 is the deadline for more than just your income tax return (pdf)

It’s your last chance to claim these clean energy tax breaks (pdf)

Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not (pdf)

Are you eligible for mileage deductions (pdf)

Your post-tax-filing checklist (pdf)

Individual tax calendar - Key deadlines for the remainder of 2026 (pdf)

Tax mitigation strategies when rebalancing your investment portfolio (pdf)

Fine-tune your tax withholding after filing your return (pdf)

Moving to a new state, Review the tax implications first. (pdf)

Small Business Tax Briefs

We want to plan ahead, think outside the box and be educated, so read up on some of our small business articles.

Should your business consider a fiscal year end.docx (pdf)

Debt vs. equity - Classification counts when shareholders put money into their corporations (pdf)

FAQs about the research credit (pdf)

ACA penalties may still apply — and they’re increasing for 2026 (pdf)

Material participation - Why it matters for LLP and LLC owners (pdf)

Unlock tax-free gains with QSB stock (pdf)

Cost segregation studies can reveal substantial tax savings (pdf)

Tax identity theft, businesses are at risk too (pdf)

Whats a small business and why does it matter. (pdf)