Tax Tips & More

OBBBA Blake Briscoe OBBBA Blake Briscoe

OBBBA’s New Trump Accounts: How to Win

The One Big Beautiful Bill Act (OBBBA) introduced a brand-new savings vehicle: Trump Accounts. At first glance, they appear to be traditional IRAs, but they come with special rules for beneficiaries under the age of 18. Used wisely, they can provide a powerful head start on your child’s financial future.

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Best Practices

Best Practices When E-Filing Returns

Avoid future problems by following these best practices for e-filing.

Mistakes

Common Mistakes in Tax Preparation

Avoid errors that can occur when preparing tax returns by learning these common mistakes.

Audit

What Are Your Chances of Being Audited?

These red flags could increase your chances of the IRS selecting your return for audit.

September 2025 Tax Due Dates

  • September 10: Tips for August 2025 reported to employer

  • September 15: Estimated tax payment for third quarter of 2025

October 2025 Tax Due Dates

  • October 10: Tips for September 2025 reported to employer

  • October 15: File extended 2024 tax return (Form 1040)

  • October 15: Withdraw excess IRA contributions in 2024 to avoid penalty if filing of Form 1040 was extended

  • October 15: Contribute to solo 401(k) plan or simplified employee pension (SEP) plan for 2024 by self-employed if you received a filing extension

November 2025 Tax Due Dates

  • November 10: Tips for October 2025 reported to employer