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 residency rules for high net worth taxpayers establishing tax domicile in Naples
April 21, 2026 · Estate Planning

Florida Residency Rules for High Net Worth Taxpayers: A 2026 Tax & Estate Planning Guide

How to establish Florida residency for tax and estate planning purposes: the 183-day rule, what your old high-tax state will scrutinize, the…

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Tax extension payment options
April 14, 2026 · IRS Resolution

Filed a Tax Extension? What an IRS Extension Does, What It Does Not, and What to Do If You Cannot Pay the Balance

A tax extension delays your filing, not your payment. Practical guide to IRS Form 4868 extensions, payment options when you cannot pay…

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Do I need to file an FBAR foreign account checklist
April 7, 2026 · International Tax

Do I Need to File an FBAR? A Plain-English Guide for U.S. Persons With Foreign Accounts

Do I need to file an FBAR? A clear guide to FinCEN Form 114 filing requirements, the $10,000 threshold, the difference between…

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What to do after filing taxes checklist
April 1, 2026 · Tax Planning

What to Do the Week After You File Your Taxes: A Five-Step Planning Checklist for Business Owners and High Earners

A practical five-step checklist for what to do after filing your federal tax return. Post-tax-season planning strategies for business owners and high…

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