Ideas & Insight

Mutual funds may generate taxable income even if you don’t sell your shares. Learn what to expect at tax time.

Considering employee child care benefits? Learn about the expanded 2026 tax credit, qualifying expenses, and key rules for employers.

Planning charitable donations this year? Learn how new deduction rules and IRS limits could affect your 2026 tax savings.

Behind on taxes or facing an IRS notice? Discover practical solutions for resolving tax issues and getting your business back on track.

Hit the jackpot? Before you celebrate, understand the federal tax rules for lottery and gambling winnings to avoid surprises at tax time.

Cash or accrual accounting? See how each method impacts taxes and whether your business qualifies for the cash method.

Don’t wait until year end — review your tax strategy now to maximize potential savings.

S corporation or LLC? Learn the key tax, liability and operational differences to help you choose the right structure for your new business.

Will your Social Security benefits be taxed? Learn how provisional income, IRS thresholds and the senior deduction affect your federal tax liability.

Your side gig could be taxed as a business or a hobby. Learn how the classification affects deductions and losses.