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estimated taxes

September 15 Estimated Tax Payment Guide

The third quarterly estimated tax payment is due September 15. Here is how to recalculate your payments based on your actual year-to-date income.

3 min readestimated taxes
side hustle

Side Hustle Tax Tracker: Free Spreadsheet Guide

A simple spreadsheet can save you hours at tax time and hundreds in missed deductions. Here is how to set up an income and expense tracker for side income.

3 min readside hustle
W-4

How to Adjust Your W-4 for a Mid-Year Raise

Got a raise or bonus this year? Your tax withholding may need updating. Here is how to adjust your W-4 to avoid owing taxes next April.

3 min readW-4
back taxes

How to File Back Taxes If You Missed a Year

Missed one or more years of tax filing? The IRS has not forgotten. Here is how to get caught up, reduce penalties, and potentially avoid prosecution.

3 min readback taxes
gifting

Gifting Strategies to Reduce Your Estate Tax

The annual gift tax exclusion lets you give up to $19,000 per person tax-free in 2026. Strategic gifting can reduce your taxable estate significantly over time.

3 min readgifting
Coverdell

How to Use a Coverdell ESA for Education Taxes

Coverdell Education Savings Accounts offer tax-free growth for K-12 and college expenses with more flexibility than 529 plans. Here is who should use one.

3 min readCoverdell
content creator

Tax Deductions for Content Creators and Influencers

YouTube, TikTok, and Instagram creators can deduct equipment, software, home office, travel, and more. Here are the top deductions for content creators.

3 min readcontent creator
retirement

Tax-Free Retirement Income: Strategies That Work

Roth accounts, HSAs, municipal bonds, and life insurance are all sources of tax-free retirement income. Here is how to build a tax-efficient retirement plan.

3 min readretirement
baby

Having a Baby: Tax Credits and Benefits for Parents

A new baby means a new dependent, Child Tax Credit, and possibly the Earned Income Tax Credit. Learn every tax benefit available to new parents in 2026.

3 min readbaby
small business

Small Business Tax Deductions: 20 You Should Know

From vehicle mileage to health insurance premiums, small business owners have access to dozens of deductions. These 20 are the most valuable.

3 min readsmall business
asset location

Tax-Efficient Investing: Asset Location Strategy

Placing tax-inefficient investments in tax-advantaged accounts and tax-efficient ones in taxable accounts can save thousands annually. Learn the asset location strategy and implementation.

3 min readasset location
estimated taxes

Estimated Tax Safe Harbor Rules Explained

The safe harbor rule protects you from underpayment penalties if you pay 100% of last year tax liability or 90% of current year. Learn how to calculate and when each rule applies.

3 min readestimated taxes

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