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Recent articles
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What Happened to W-4 Allowances? The 2026 Form W-4 Explained
W-4 allowances were removed in 2020. Here’s how the 2026 Form W-4 works, what’s new from the 2025 tax law, and why…
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Organized Your Tax Paperwork
You’ve submitted your tax return for the year, so now what do you do? Instead of shoving all your records into a disheveled…
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How to File Federal Income Taxes for Small Businesses
Depending on your business type, there are different ways to prepare and file your taxes. When it’s time to file a federal…
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How FICA Tax and Withholding Work in 2026
Every paycheck has two kinds of federal tax taken out: FICA tax and income tax withholding. They work very differently. This guide…
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How do I verify capital gain for ESPP and RSU?
What are restricted stock units (RSUs)? When companies offer equity to employees, they usually offer stock options (like ISOs or NSOs) or restricted stock units…
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3 Business Valuation Methods
How to determine what your business is worth There are many reasons to have an up-to-date business valuation. For example: You may…
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Are Stock Transaction Fees Tax Deductible? 2026 Rules
Stock trading fees aren’t deductible on their own, but they still cut your tax. How commissions affect cost basis and what investment…
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Do not pay tax to US if you perform your service outside US – Personal Service Income
When it comes to personal service income, all wages and any other compensation for services performed in the United States are generally…
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A/B/C Trusts and QTIP Trusts After the $15 Million Estate Tax Exemption
How A/B/C and QTIP trusts work, and why the $15 million 2026 estate tax exemption, portability and basis step-up mean older trusts…
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Estate & Trust Tax Return Tips for the Clients
Do You Need to File a Tax Return for the Estate? A deceased person’s estate is a separate legal entity for federal…
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Business Structures that Start-Up Companies and Small Business Should Know
Have you ever thought about starting your own business? Starting a company today is both harder and easier than ever before. It…
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Two Timely Elections That Trustees and Executors Should Consider Now
Election to Treat Certain Payments of Estimated Tax as Paid by the Beneficiary A trustee may elect to treat any portion of…
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