Tax Tips & More
2025 Last-Minute Year-End Retirement Deductions
The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are five things to consider.
Best Retirement Plan Options for a Solo-Owned C or S Corporation
Because you operate your business as a solely owned corporation (C or S) with no employees, several excellent retirement plans are available to you that can provide significant tax deductions and help you build wealth for retirement.
Inherited IRAs: Critical IRS Update for 2025
If you have inherited (or may someday inherit) an individual retirement account (IRA), the 2025 changes may significantly impact your tax planning.
2024 Last-Minute Year-End Retirement Deductions
The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are five things to consider.
Did You Overfund a 529 Plan? Consider a Roth IRA Rollover
What happens if your child or other beneficiary doesn’t use all the money in the 529 account or decides not to go to college?
Young Adults Should Take Advantage of IRAs
As we navigate the complexities of financial planning, one opportunity stands out for young adults: individual retirement accounts (IRAs).
Best Practices When E-Filing Returns
Avoid future problems by following these best practices for e-filing.
Common Mistakes in Tax Preparation
Avoid errors that can occur when preparing tax returns by learning these common mistakes.
What Are Your Chances of Being Audited?
These red flags could increase your chances of the IRS selecting your return for audit.
March 2026 Tax Due Dates
March 2: Farmers and fishermen file 2025 tax return to avoid penalty if estimated tax not paid by January
March 10: Tips for February 2026 reported to employer
March 16: S-Corporations and partnerships file 2025 business tax returns
April 2026 Tax Due Dates
April 1: First required minimum distribution (RMD) by individuals who turned 73 in 2025
April 10: Tips for March 2026 reported to employer
April 15: 2025 tax return and pay tax due
April 15: File Form 4868 to request six-month income tax return filing extension (payment of tax not extended)
April 15: File Schedule H (1040) and pay employment taxes for household employees (file separately if Form 1040 is not filed)
April 15: Estimated tax payment for first quarter of 2026
April 15: Contribute to individual retirement account (IRA) for 2025
April 15: Withdraw excess IRA contributions in 2025 to avoid penalty if filing of form 1040 was not extended
April 15: Contribute to health savings account (HSA) for 2025
April 15: Contribute to solo 401(k) plan or simplified employee pension (SEP) plan for 2025 by self-employed if filing of form 1040 was not extended
April 15: File 2022 tax return (Form 1040) to request unclaimed tax refund for the 2022 tax year
May 2026 Tax Due Dates
May 11: Tips for April 2026 reported to employer (Form 4070)
May 15: Deadline for certain tax-exempt organizations on a calendar-year basis to file Form 990 series