Hi, . Here are your Articles for October 9, 2026.
Timely Opportunities
|
Age Is Just a Number, but Tax Milestones Matter From childhood savings accounts to retirement plan distributions, age can affect federal tax obligations and planning opportunities throughout one's life. Knowing when key milestones will arrive is critical to choosing optimal strategies. We journey through major age-based tax rules and considerations that taxpayers may encounter from birth through their 70s.
|
Planning Your Estate
|
The Basics of Gift Taxes There are a number of misconceptions when it comes to gifting money and other assets to family members. The basics aren't that complicated, but things can get complicated if you have out-of-the-ordinary circumstances. In this comprehensive article, we explain the basics and the current rules. By remaining flexible in your planning, there is the potential to save a bundle in taxes.
|
Business Tax
|
Can I Claim the QBI Deduction for My Small Business? The qualified business income (QBI) deduction is an important provision in tax law., The write-off, which first went into effect in 2018, is now permanent and available to eligible individuals. Pass-through businesses report federal income tax items to their owners, who then take them into account on their personal returns. Here are the basics of this potential tax-saver.
|
Personal Tax
|
Medical Costs: Can I Really Get a Tax Break for That? Can you deduct the cost of a facelift? How about "Lasik" eye surgery or the cleaning solution for contact lenses? Some of the procedures that pass muster with the IRS may surprise you. Take a look at a chart with eligible and not-eligible medical expenses. There are some unusual qualified expenses that might allow you to get a tax break.
|
Disclaimer of Liability
1120S, 1065 -- March 15th / Extension Due Date September 15th
1041 -- April 15th / Extension Due Date September 30th
1040, 1120C -- April 15th / Extension Due Date October 15th
**Tax Returns are prepared on a first come, first serve basis. Documentation is expected to be provided at least 1 month prior to the extension deadline. If received less than 1 month prior to the extension deadline rush fees may be applied to the invoice**
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
1041 -- April 15th / Extension Due Date September 30th
1040, 1120C -- April 15th / Extension Due Date October 15th
**Tax Returns are prepared on a first come, first serve basis. Documentation is expected to be provided at least 1 month prior to the extension deadline. If received less than 1 month prior to the extension deadline rush fees may be applied to the invoice**
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
