Individual Tax Calendar: Key Deadlines For The Remainder of 2026
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help you not miss any, here’s when some key tax-related forms, payments and other actions are due. Keep in mind that this...
Your Post-Tax-Filing Checklist
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help you stay organized and avoid issues later. Here are a few to-dos. Check Your Refund Status If you’re...
FAQs About Research Credit
Companies that engage in research and development activities may qualify for a federal tax credit for some of those expenses. The credit is complicated to calculate, and not all research activities are eligible — but the tax savings can be significant. Here are...
Are You Eligible For Mileage Deductions?
Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if you can deduct vehicle-related expenses. A change that was made permanent by last year’s One Big Beautiful Bill Act (OBBBA) limits who can claim a deduction...
How Real Estate Works Inside a Self-Directed IRA (And What Most Investors Miss)
Real estate is one of the first places investors look when they start exploring self-directed retirement accounts. It makes sense. It’s tangible, familiar, and for many people, it’s something they already understand better than the stock market. But here’s where...
Don’t Miss Your Opportunity To Make A 2025 IRA Contribution – Whether You Can Deduct It Or Not.
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed, the opportunity to contribute for that year is lost forever. The deadline for 2025 IRA...
It’s Your Last Chance To Claim These Clean Energy Tax Breaks
Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an electric vehicle or made certain green home improvements last year, you might be eligible for a tax credit on your...
April 15th is the Deadline For More Than Just Your Income Tax Return
It may be 2026, but you can still make a 2025 contribution to a traditional or Roth IRA until April 15. For 2025, eligible taxpayers can contribute up to $7,000 ($8,000 if they’re age 50 or older). The limit applies to traditional and Roth IRAs on a combined basis. If...
What’s Your Potential Business Vehicle Deduction?
If you used one or more vehicles in your business during 2025, you may be eligible for valuable tax deductions on your 2025 income tax return. Businesses can generally deduct expenses attributable to business use of a vehicle plus depreciation. However, the rules are...
Self Directed IRA Investment Strategy Call Recap
If you are considering using a self-directed IRA for real estate or alternative investments, this call is a great place to start. In this session, Jack Kiley, CPA and principal at MidAtlantic IRA, walks through how self-directed retirement accounts work, how to...