Tax planning notes, IRS updates & founder takes

Plain-English guidance from our team of tax advisors and consultants on the moves that matter most for business owners and families.

Florida asset protection for new residents in 2026: the homestead shield, tenancy by the entirety, and what changes the day you move to Florida
July 13, 2026 · Tax Planning

Florida Asset Protection for New Residents 2026

Florida asset protection shields your homestead, entireties accounts, and retirement, but a 1,215-day bankruptcy rule limits new residents at first.

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Unfiled tax returns how to catch up 2026 IRS resolution guide
July 13, 2026 · IRS Resolution

Unfiled Tax Returns: How to Catch Up 2026

Unfiled tax returns do not disappear. See how the IRS Substitute for Return works, how many years to file, and how to…

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Quarterly estimated tax calculator 2026: the 90, 100, and 110 percent safe harbors, the $1,000 threshold, and the four payment dates
July 13, 2026 · Tax Planning

Quarterly Estimated Tax Calculator 2026 (Free)

Free 2026 quarterly estimated tax calculator: the safe harbor rules, the $1,000 threshold, due dates, and exactly what to pay each quarter.

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Texas franchise tax for business owners 2026 report year
July 12, 2026 · Tax Planning

Texas Franchise Tax for Business Owners 2026

Texas franchise tax for business owners: 2026 no-tax-due threshold, taxable margin methods, rates, and the annual report every entity must file.

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Cash balance plans for business owners 2026 guide: contribute beyond 401(k) limits with age-based math
July 12, 2026 · Tax Planning

Cash Balance Plans for Business Owners 2026

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 self-employment tax calculator 2026 with the 184,500 dollar Social Security wage base and Additional Medicare Tax built in
July 11, 2026 · Tax Planning

Self-Employment Tax Calculator 2026 (Free)

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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FBAR penalty calculator 2026 for willful and non-willful exposure under 31 USC 5321
July 10, 2026 · International Tax

FBAR Penalty Calculator 2026: Estimate Your Maximum Exposure

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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IRS CP2000 notice underreported income guide featured image
July 9, 2026 · IRS Resolution

IRS CP2000 Notice: Underreported Income 2026

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 and RSU tax in 2026, showing why a Florida move does not erase the old state's tax on your equity compensation
July 8, 2026 · Tax Planning

Florida Domicile for Executives: RSU Tax 2026

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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IRS streamlined filing compliance procedures 2026: 0% penalty foreign offshore versus 5% domestic offshore
July 7, 2026 · International Tax

Streamlined Filing Compliance Procedures 2026

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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