"Both the CPA and the IRS Are Wrong on This 2026 Home-Office Audit" To get my complete, FREE articlewith all the details… A real estate agent sat across from an IRS auditor and was told the home-office deduction was dead because the brokerage provides a desk. Their own CPA sat beside them and agreed. Both were leaning on an old court case. The answer was sitting in … [Read more...]
Health Insurance Application Does Not Control Your Tax Deduction
"Health Insurance Application Does Not Control Your Tax Deduction" To get my complete, FREE articlewith all the details… The fine print on your health insurance application may sound alarming—but it doesn't necessarily determine your tax deduction. Here are three quick takeaways: To get the full story don’t miss my latest issue of the Tax Reduction … [Read more...]
Reasonable Compensation Horror Stories: The Tax Man Cometh
"Reasonable Compensation Horror Stories: The Tax Man Cometh" To get my complete, FREE articlewith all the details… Most S corporation owners know they need to pay themselves a reasonable salary—but few realize the tax preparer can also be on the hook. Here are three quick takeaways: To get the full story don’t miss my latest issue of the Tax Reduction … [Read more...]
Employee Retirement Plan Coverage: 2026 Options and Credits
"Employee Retirement Plan Coverage: 2026 Options and Credits" To get my complete, FREE articlewith all the details… You hired a few employees this year, and somewhere between payroll and paperwork, your state may have just decided you need a retirement plan — whether you asked for one or not. Fifteen states already require it, the employee thresholds are lower than … [Read more...]
When Your Spouse Dies: The Tax and Medicare Hits Arrive Later
When Your Spouse Dies: The Tax and Medicare Hits Arrive Later To get my complete article with all the details… When your spouse dies, the tax return is the last thing on your mind. But federal law gives you a joint-filing window that lasts a year or more after the death — and once it closes, your tax bill can jump for good. Your rate brackets and standard deduction … [Read more...]