Tax, Audit, Firm and Regulatory News
To help you make sure you don’t miss any important 2023 deadlines, we’ve provided this summary of when various tax-related forms, payments, and other actions are due. Please review the calendar and let us know if you have any questions about the deadlines or would like assistance meeting them.
© 2023
A practical guide to using a SEP IRA, SIMPLE IRA, or solo 401(k) strategically, covering contribution limits, deadlines, employee rules, tax planning, and when each plan makes the most sense.
The OBBBA has effectively made the QOF and QOZ regime a permanent feature of the Code. This article explains the federal income tax framework applicable to an individual taxpayer considering an investment in a Qualified Opportunity Fund (QOF) beginning in 2027.
A USPS rule change means that the postmark on your tax-related mail may no longer reflect the day you actually dropped it off, and the IRS still uses that postmark to determine whether you filed on time. For taxpayers in rural areas especially, this gap could be the difference between a timely filing and a costly late penalty. Read on to understand exactly what changed, why it matters, and the simple steps you can take to protect yourself.