Tax essentials for sole proprietors
August 12, 2026 | Jennifer Springer
Working for yourself has its perks — and its tax rules. Explore the key tax considerations every sole proprietor should have on their radar.
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Tax mitigation strategies when rebalancing your investment portfolio
April 29, 2026 | Caleb Pulst
If your investment portfolio no longer aligns with your goals, it may be time to rebalance. Read to learn about investment portfolio rebalancing and the related tax implications.
Material participation: Why it matters for LLP and LLC owners
April 22, 2026 | Brian Hare, CPA, CGMA
If you operate an LLC or LLP, passive activity loss rules could affect your ability to deduct business losses. Read to learn more.
Individual tax calendar: Key deadlines for the remainder of 2026
April 22, 2026 | Kimberly Cosens
April 15th has passed, but there’s more dates to look out for. Don’t miss these 2026 tax-related deadlines.
ACA penalties may still apply — and they’re increasing for 2026
April 15, 2026 | Caleb Pulst
ACA compliance can sneak up on small but growing businesses. Read to learn about its thresholds and penalties so that your business doesn’t get caught off guard.
Your post-tax-filing checklist
April 15, 2026 | Paula Kennedy, EA
You’ve filed your 2025 return, but there’s still more to do. Here are a few post-tax season to-dos to help you stay organized and ready for 2026.
FAQs about the research credit
April 8, 2026 | Brian Hare, CPA, CGMA
The research credit may be complex, but the potential tax savings could be substantial. Here are some answers to questions you might have about this complicated credit.
What you need to know about filing an extension — and minimizing penalties
April 8, 2026 | Kaitria LaFleure
April 15th is almost here. If you’re not ready to file, here’s what you should know about extensions and penalties.
Debt vs. equity: Classification counts when shareholders put money into their corporations
April 2, 2026 | Paula Kennedy, EA
If you operate a C-corp, how you finance the business matters. Structuring capital as a loan instead of equity can minimize double taxation. Read to learn more.
Are you eligible for mileage deductions?
April 2, 2026 | Caleb Pulst
Although the OBBBA has limited who can claim a deduction for mileage, you might still be eligible. Read to learn about the updated rules and rates for mileage deductions.
Should your business consider a fiscal year end?
March 25, 2026 | Kimberly Cosens
If your business uses a calendar-year end, ask yourself: Would a fiscal-year end be a better fit for my business operations? Read to learn more.