Tax Planning·March 2026
Q2 estimated taxes: a five-minute sanity check
A quick framework for deciding whether to adjust your June 15 payment — or leave it alone.
Read article →Resources
Tax and business finance, in plain English.
Short, practical articles for the questions clients ask most. No jargon, no fluff — just what's useful.
Business·February 2026
Reasonable compensation for S-corp owners, explained
How the IRS thinks about owner salary, what documentation actually matters, and where most owners get it wrong.
Read article →Individual·January 2026
What to gather before your tax appointment
A simple checklist that turns a stressful week into a 20-minute conversation.
Read article →Equity Comp·December 2025
RSUs vested in December? Don't forget about January.
Why year-end vesting can quietly create an underpayment penalty — and three ways to avoid it.
Read article →Business·November 2025
Accountable plans: the overlooked deduction for owner-operators
A short overview of how reimbursement plans turn personal expenses into clean business deductions.
Read article →Tax Planning·October 2025
Year-end tax moves worth making (and a few that aren't)
Six strategies that actually move the needle, ranked by effort vs. payoff.
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