Blogs
The $2,000 1099 Threshold: What to Fix in Your Vendor Files Before January
Fewer vendors need a 1099 for 2026, but missing W-9s and mismatched tax IDs still create IRS notices and backup withholding costs. Learn what to fix in your vendor files before January. ...more
Tax education articles and IRS representation advice for individuals and small businesses
October 29, 2026•6 min read
The First Dollars Don't Count: Year-End Giving Under the New 0.5% Floor
Starting in 2026, the first 0.5% of AGI you give to charity is not deductible. Learn how timing, appreciated stock, QCDs, and good records protect your deduction before December 31. ...more
Tax education articles and IRS representation advice for individuals and small businesses
October 28, 2026•6 min read
When the Tax Year Closes: Which Decisions End December 31 and Which Stay Open Until You File
Before you file your 2026 return, December 31 decides much of what it will say. See which tax decisions close at year end, which stay open until filing, and why waiting costs options. ...more
Tax education articles and IRS representation advice for individuals and small businesses
October 27, 2026•8 min read
S-Corporation Basis Before Year End: Protect Losses and Distributions
S-Corporation basis is measured December 31. Steve Perry, EA explains how contributions and shareholder loans restore basis to protect losses and avoid taxable distributions. ...more
Tax education articles and IRS representation advice for individuals and small businesses
October 22, 2026•6 min read
January 15 Estimated Tax: Recalculating Safe Harbor After Filing
Your filed 2025 return sets the safe harbor for 2026 estimates. Steve Perry, EA explains how to recalculate the January 15, 2027 payment before penalties build. ...more
Tax education articles and IRS representation advice for individuals and small businesses
October 21, 2026•6 min read
2027 Tax Changes and OBBBA: A Fourth Quarter Planning Guide
Steve Perry, EA explains how 2027 inflation adjustments and OBBBA changes interact with IRS matching and year end deadlines, with a fourth quarter planning framework. ...more
Tax education articles and IRS representation advice for individuals and small businesses
October 20, 2026•10 min read
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