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small business

Year-End Tax Moves for Small Business Owners

From equipment purchases to retirement contributions, small business owners have powerful year-end tax moves. These strategies must happen before December 31.

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
filing status

How Filing Status Affects Your Tax Rate

Your filing status determines your tax brackets, standard deduction, and eligibility for credits. Choosing the wrong status can cost thousands. Understand all five options.

3 min readfiling status
Roth conversion

Roth Conversion Strategies for Lower Tax Years

Converting traditional IRA funds to Roth during a low-income year can save significant taxes long-term. Here is how to evaluate if a conversion makes sense.

3 min readRoth conversion
unemployment

Job Loss and Unemployment: Tax Implications

Unemployment benefits are taxable income. Severance pay, COBRA subsidies, and retirement plan rollovers all have tax consequences. Here is how to handle taxes after a job loss.

3 min readunemployment
inheritance

Tax Implications of Inheriting Money or Property

Inherited assets generally receive a stepped-up basis, potentially saving heirs thousands in capital gains taxes. But some types of inherited income are taxable.

3 min readinheritance
estimated taxes

June 15 Estimated Tax Payment: Complete Guide

The second quarterly estimated tax payment is due June 15. Here is how to calculate what you owe and avoid underpayment penalties from the IRS.

3 min readestimated taxes
Roth conversion

Roth Conversion Ladder for Early Retirement

The Roth conversion ladder lets early retirees access retirement funds penalty-free before age 59.5. Convert traditional IRA funds and wait five years for tax-free withdrawals.

3 min readRoth conversion
hire kids

Hiring Your Kids: Legal Tax Savings for Families

Sole proprietors can hire their children under 18 and avoid payroll taxes on their wages. The child earns income in a lower bracket while you deduct a business expense. Here are the rules.

3 min readhire kids
retirement

Retirement Account Tax Benefits: 401k, IRA, and Roth

Traditional 401k and IRA contributions reduce your taxable income now. Roth accounts grow tax-free. Here is how to use both for maximum tax savings.

3 min readretirement
depreciation

Depreciation for Small Business: Section 179 Guide

Section 179 lets businesses deduct the full cost of qualifying equipment in the year purchased rather than depreciating over time. The 2026 limit is $1.16 million. Learn what qualifies.

3 min readdepreciation
student loans

Student Loan Interest Deduction: Rules and Limits

You can deduct up to $2,500 in student loan interest even without itemizing. Income limits apply. Learn who qualifies, what loans count, and how to claim this above-the-line deduction.

3 min readstudent loans

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