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The 2026 Guide to Paying Estimated Taxes (and Avoiding IRS Penalties)

Confused about estimated taxes in 2026? Learn payment deadlines, safe harbor rules, and how to avoid IRS penalties as a small business owner.

Is It a Good Time for a Roth Conversion?

The downturn in the stock market may have caused a decrease in the value of your retirement account, but if you have a

The Ins and Outs of Series EE Savings Bond Taxation

Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think

Partners May Have to Report More Income on Tax Returns than They Receive in Cash

If you’re a partner in a business you may have come across a situation that’s puzzling. In a given year, you may be

IRA Charitable Donations: An Alternative to Taxable Required Distributions

Are you charitably minded and also taking distributions from a traditional IRA? You may want to consider the tax advantages of making a

Businesses: Prepare for the Lower 1099-K Filing Threshold

If you have a business you should be aware that youmay be responsible for issuing more information reporting forms for 2022 because more

Inflation Enhances the 2023 Amounts for Health Savings Accounts

The IRS recently released guidance providing inflation-adjusted amounts for Health Savings Accounts (HSAs) in 2023. Next year’s amounts are being increased more than

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