Plain-English guidance from our team of tax advisors and consultants on the moves that matter most for business owners and families.
A cash balance plan lets high-income business owners contribute far beyond 401(k) limits. See 2026 limits, age-based math, and who qualifies.
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Free 2026 self-employment tax calculator: the 15.3% rate, $184,500 Social Security wage base, Additional Medicare Tax, and half SE tax deduction.
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Estimate 2026 FBAR penalty exposure in seconds. Non-willful penalties reach $16,536 per year and willful penalties the greater of $165,353 or half…
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An IRS CP2000 notice proposes changes when income reported to the IRS does not match your return. Learn what it means and…
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Florida domicile for executives does not erase the former state's tax on RSUs, options, and deferred pay. See how equity income is…
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The IRS Streamlined Filing Compliance Procedures let non-willful taxpayers catch up on unfiled FBARs. Eligibility, the 5 percent penalty, and 2026 status.
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Dual state residency can tax snowbirds in two states at once. Learn how domicile, statutory residency, and the 183-day test create the…
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An IRS tax lien withdrawal removes the public Notice of Federal Tax Lien under IRC 6323(j). How Form 12277 works, who qualifies,…
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Moving to Florida before selling a business can cut state tax on the gain, but only if you time the domicile change…
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FBAR penalties in 2026 reach $16,536 per year for non-willful violations and far more if willful. How the penalties work, Bittner, and…
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