Oct 21, 2026 | Blog, Solo 401(k) Plans, Tax Bites
As 2026 draws to a close, your employer’s 401(k) plan may offer an opportunity to reduce your current income taxes while building your retirement savings — or to boost your future tax-free retirement income. If you haven’t been contributing, it may not be too late to...
Oct 15, 2026 | Blog, Tax Bites
Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you may be affected, consider the AMT before implementing income or deduction timing strategies. A move that would reduce your 2026 regular...
Oct 13, 2026 | Blog, Tax Bites
Dissolving a marriage involves numerous financial and nonfinancial decisions, and tax considerations can easily fall by the wayside. But decisions made before your divorce is finalized can affect your current-year income tax liability and your tax situation in future...
Oct 6, 2026 | Blog, Tax Bites
Retirement is far from most teenagers’ minds when they get their first jobs. Most young people are more interested in spending their earnings or saving for a shorter-term goal. But those early earnings create a significant financial opportunity: decades of potential...
Oct 1, 2026 | Blog, Tax Bites, Wealth Building
Most of us think about our savings by account. There’s the IRA from an old job, the Solo 401(k) you set up for the business, the checking account, maybe a rental property or two. It’s a natural way to keep track, but it doesn’t tell you the thing...
Sep 29, 2026 | Blog, Tax Bites
Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next chapter of your life. What are the tax implications of selling — and how can you reduce or defer your taxes? One possible...
Sep 27, 2026 | Blog, Required Minimum Distributions (RMDs), Tax Bites
When you request your required minimum distribution, you’ll be asked a simple question that has a real impact on your tax year: how much, if any, do you want withheld for taxes? It’s easy to check a box without much thought. But choosing the right...
Sep 15, 2026 | Blog, Tax Bites
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December 31 is a good idea. You may have decisions to make...
Sep 10, 2026 | Blog, Real Estate, Tax Bites
Most people open a self-directed IRA for a simple, appealing reason: tax advantages. The account grows tax-deferred, or in a Roth, potentially tax-free. So it comes as a genuine surprise to many investors that a tax-advantaged account can, in certain specific...
Sep 1, 2026 | Blog, Tax Bites
Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees and require time and resources to fix. Errors involving tax withholding, deposits or...
