Tax Tips & Financial Insights
August 10, 2026
Malta personal pensions are still marketed to U.S. persons as a treaty-based tax shelter. The IRS has listed the structure, Form 3520 reporting still applies, and the treaty reading promoters rely on has already been closed.
Read more →June 26, 2026
A partner's deportation does not end the partnership, but it changes the tax filings, withholding requirements, and income allocation from the date they leave.
Read more →June 25, 2026
Millions of taxpayers paid IRS penalties during COVID that may now be refundable. Learn how to check your transcripts and file Form 843 before July 10, 2026.
Read more →January 30, 2025
Why the IRS focuses on S Corporation shareholder reasonable compensation as a top audit item, and how to ensure you are compliant.
Read more →November 26, 2024
A deep dive into the Streamline FBAR Filing procedure as a potentially less expensive way to report unreported foreign income.
Read more →November 22, 2024
Second in our retirement planning series, covering 2024 Roth IRA contribution limits, income limits, backdoor Roth strategies, and tax-free withdrawal requirements.
Read more →November 6, 2024
Part one of our retirement planning series, covering 2024 401k contribution limits, required minimum distributions, and how withdrawals are taxed.
Read more →October 16, 2024
Three methods to bring taxpayers into compliance with FBAR and foreign income reporting: Soft Reporting, Streamline Filing, and Voluntary Disclosure.
Read more →October 14, 2024
The Premium Tax Credit is a refundable credit for those purchasing health insurance through the Marketplace, helping reduce monthly premiums.
Read more →September 17, 2024
A comprehensive guide on claiming tax dependents, including qualifying child and qualifying relative requirements and income thresholds.
Read more →March 20, 2024
The ERC Voluntary Disclosure Program and Withdrawal Program details, including how to correct erroneous claims and avoid penalties.
Read more →February 3, 2024
The Corporate Transparency Act's new BOI reporting requirement — who must report, what information is needed, deadlines, and exemptions.
Read more →December 19, 2023
IRS warnings about promoter-driven ERC claims and the three qualifying criteria for the Employee Retention Credit.
Read more →December 19, 2023
Form 2848 Power of Attorney explained — who can be granted POA, why checking the box on your return isn't enough, and why our firm recommends it.
Read more →December 19, 2023
Common misconceptions about 1031 exchanges — what qualifies as like-kind property, value requirements for full deferral, and why expert advice matters.
Read more →December 19, 2023
Form 8300 reporting requirements for cash transactions over $10,000 — who must report, the 15-day filing deadline, and penalties for non-compliance.
Read more →December 14, 2023
The IRS moratorium on processing new ERC claims, increased review timelines, and upcoming methods for repaying ineligible claims.
Read more →
