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The 2026 Marketplace Health Insurance Tax Trap: Why Some Taxpayers Could Face a Big Surprise
For 2026, the 400% FPL subsidy cliff is back and the caps on repaying excess Advance Premium Tax Credits are gone. Here is how Marketplace enrollees with rising income can avoid a five-figure surprise at tax time.
Charitable Giving Strategies That Actually Reduce Your Tax Bill
New 2026 rules changed how charitable deductions work for both itemizers and non-itemizers. Here’s how to bunch gifts, use a DAF, and give appreciated stock to keep the tax benefit.
The Roth Conversion Window: Why Late Fall Is the Right Time to Run the Numbers
Late fall is the best time to evaluate a Roth conversion, once your year’s income picture is clear. Here’s how the bracket-filling strategy works.
New SBA Loan Rules Take Effect October 1, 2026: What Business Buyers and Sellers Need to Know
Qualified Opportunity Zones: Still Worth Considering or Mostly Hype?
The OBBBA made Opportunity Zones permanent but redesigned the rules. Here’s what changed and how to tell a real deal from a tax-driven pitch.
Retirement Accounts for Business Owners: SEP-IRA, Solo 401(k), and When Each Wins
Tax Planning vs Tax Preparation: Why One Costs You Money and One Makes You Money
Business Valuation Basics: Why Every Business Owner Needs a Number
When to Pay Yourself More (and When Your S-Corp Salary Is Already Too High)
LLC vs S-Corp vs C-Corp: What Actually Changes at Different Income Levels
LLC, S-Corp, or C-Corp? The right entity choice depends on your income level and goals. Here’s how each structure is taxed and where the crossover points fall.
Schedule a Discovery Meeting
One Hour Discovery meeting for business owners looking for an advisor to help them with accounting and tax preparation to see if we are a good fit.
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Latest News
The 2026 Marketplace Health Insurance Tax Trap: Why Some Taxpayers Could Face a Big Surprise
For 2026, the 400% FPL subsidy cliff is back and the caps on repaying excess Advance Premium Tax Credits are gone. Here is how Marketplace enrollees with rising income can avoid a five-figure surprise at tax time.
Charitable Giving Strategies That Actually Reduce Your Tax Bill
New 2026 rules changed how charitable deductions work for both itemizers and non-itemizers. Here’s how to bunch gifts, use a DAF, and give appreciated stock to keep the tax benefit.
The Roth Conversion Window: Why Late Fall Is the Right Time to Run the Numbers
Late fall is the best time to evaluate a Roth conversion, once your year’s income picture is clear. Here’s how the bracket-filling strategy works.
New SBA Loan Rules Take Effect October 1, 2026: What Business Buyers and Sellers Need to Know
Qualified Opportunity Zones: Still Worth Considering or Mostly Hype?
The OBBBA made Opportunity Zones permanent but redesigned the rules. Here’s what changed and how to tell a real deal from a tax-driven pitch.
Retirement Accounts for Business Owners: SEP-IRA, Solo 401(k), and When Each Wins
Tax Planning vs Tax Preparation: Why One Costs You Money and One Makes You Money
Business Valuation Basics: Why Every Business Owner Needs a Number
When to Pay Yourself More (and When Your S-Corp Salary Is Already Too High)
LLC vs S-Corp vs C-Corp: What Actually Changes at Different Income Levels
LLC, S-Corp, or C-Corp? The right entity choice depends on your income level and goals. Here’s how each structure is taxed and where the crossover points fall.
Looking for an Accountant?
Schedule a Discovery Meeting
One Hour Discovery meeting for business owners looking for an advisor to help them with accounting and tax preparation to see if we are a good fit.
Subscribe Now
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