Tag: tax planning
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Pass-Through Entity Tax Elections and SALT Deduction Strategies for Business Owners
BeachFleischman explains how pass-through entity tax (PTET) elections may help U.S. business owners address SALT deduction limits, understand state-specific rules, and identify potential tax-saving opportunities.
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Multi-State Tax Including Nexus, Apportionment, Sourcing, and Compliance
Learn how nexus, apportionment, and revenue sourcing rules affect service businesses with customers or employees across multiple states.
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Are IRS Underpayment Penalties Costing You More Than You Realize?
Learn how IRS underpayment penalties work, the safe harbor rules that may help you avoid them, and practical tax planning steps to reduce costly surprises.
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Filed Your Taxes? Here’s What to Do Next
Filed your taxes already? Learn what to do next, including how long to keep tax records, when to update withholding, how to review estimated payments, and how to handle an IRS notice.
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New 2026 Tax Provisions May Affect Your Tax Planning
Understand key 2026 tax law changes: charitable deduction updates, AMT exemption shifts, Roth catch-up rules, 529 K–12 limits, QBI phase-ins and more. Get planning tips to prepare now.
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New First-Year Depreciation Deduction Under OBBBA for Strategic Business Tax Planning
Lauren Pierson explains IRS Notice 2026-11 and the permanent 100% bonus depreciation under OBBBA. Learn what qualifies, when to claim it, and practical tax planning considerations.
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New Tax Certainty for Real Estate: Key Changes Every Investor Should Know
Major tax law changes bring new certainty for real estate investors. Learn how 100% bonus depreciation, 1031 strategies, and opportunity zones impact 2026 planning.
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Fundraising Compliance Rules Every Nonprofit Should Know
Learn how nonprofit organizations can plan successful fundraising events while meeting IRS and state compliance requirements. Review key tax forms, disclosure rules, sales tax considerations, and reporting guidance for raffles, auctions, and charitable contributions.
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Preparing Your Construction Business for Sale: A Practical Pre-sale Checklist
Planning to sell your construction company? Learn how to reduce owner dependency, strengthen financials, normalize EBITDA, and boost value before a sale.
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2026 Tax Calendar
Stay ahead of 2026 tax deadlines with this comprehensive calendar covering filing dates, estimated payments, employer requirements, and important IRS forms.
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New IRS Guidance on Section 530A Trump Accounts
Learn how Section 530A “Trump accounts” work: eligibility, Form 4547 election, $1,000 pilot contribution, limits, and 529 plan comparisons.
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Year-end strategies to help minimize your 2025 business taxes
Learn how the One Big Beautiful Bill Act (OBBBA) impacts bonus depreciation, Section 179 expensing, PTET deductions, QBI deductions, and R&E deductions to help minimize your federal tax liability.