Tax Insights
Articles and resources on tax planning, IRS representation, business tax issues, and complex individual tax questions. These materials are general educational resources, not a substitute for advice on your specific facts.
Independent Contractor Tax Mistakes To Avoid
Explains common mistakes around estimated taxes, deductions, recordkeeping, entity choices, and mixing personal and business expenses
Tax Planning For Consultants And Independent Professionals
Covers estimated payments, business deductions, retirement plans, entity structure, and bookkeeping for independent professionals
Tax Questions Before A Major Career Change
Explains tax planning for bonuses, severance, deferred comp, relocation, retirement plans, and new business income
Tax Planning For Bonuses And Deferred Compensation
Covers withholding, timing, equity compensation, retirement contributions, and estimated tax considerations for high earners
Alternative Minimum Tax: When It Can Surprise Taxpayers
Explains common AMT triggers, including equity compensation, deductions, and complex individual tax situations
Investment Income And Estimated Tax Payments
Covers dividends, interest, capital gains, withholding gaps, and why high-income taxpayers may need quarterly planning