deepdive.

Discover new 2026 tax deductions for teachers, coaches, and early childhood educators, including the $350 educator deduction and expanded itemized deductions.

Planning to sell your business? Learn why preparation should start 3–5 years ahead, including QSBS tax benefits, financial cleanup, and exit planning.

Revenue is growing, but are you making money? Discover 5 financial numbers every small-business owner should track to improve profit and cash flow.

New IRS regulations expand the framework for direct credit and debit card tax payments. Learn how processing fees, interest, rewards, and payment timing could affect your decision.

Review year-end stock portfolio tax strategies, including capital gains, tax-loss harvesting, wash-sale rules, charitable giving, and estimated taxes.

Buying or selling a business? Learn what a QoE report reveals, how it affects business value, and when new SBA rules require one.

The IRS is issuing refunds to eligible taxpayers with adoption credit carryovers from 2020–2024. Learn who may qualify and whether action is needed.

Charitable giving can do more than support causes you care about. Strategies involving appreciated stock, QCDs, bunching and donor-advised funds may also provide valuable tax benefits.

Employee stock options can build wealth, but exercising them can also trigger taxes and investment risk. Learn how NSOs and ISOs differ and what to consider before you exercise, sell, or hold.

Congress could consider targeted tax changes during the 2026 lame-duck session. See what taxpayers and businesses should watch for before year-end.

The IRS has replaced IRS2Go with a new mobile app. Learn how to check refunds, view notices, access tax records, make payments, and avoid scams.

The IRS is warning taxpayers about fake tax credits sold through convincing promotions. Learn the warning signs and why independent verification matters before you invest or file.

EBITDA is only part of the picture. Learn how cash flow, customer concentration, owner dependence, and financial records influence buyers and lenders.

Offering paid family and medical leave may come with a federal tax benefit. Learn how the now-permanent credit works, which employees qualify, and what employers need to claim it.

Is the interest on your loan tax-deductible? The answer often depends on how you use the borrowed money, not just the type of loan. Learn how these rules affect the deductibility of business, investment, mortgage, and personal loan interest.

Financed a new vehicle? You may qualify for a federal deduction of up to $10,000 in loan interest. Learn which vehicles qualify, income limits, and what records to keep.

Buying an established business can give you a head start, but you are also buying its financial history. Know what the numbers reveal about earnings, cash flow, customers, debt, and risk before you make an offer.

Learn how accountable plans allow businesses to reimburse employee expenses without creating taxable wages and the IRS requirements that must be followed.

Crowdfunding can have unexpected tax consequences. Learn how personal donations, rewards, investments, Form 1099-K, and gift tax rules may apply.

Clean financial statements can build buyer confidence, support due diligence, and help prevent financial surprises when selling your business.

Planning to sell your business? Clean financial records can build buyer confidence, support financing, and help you prepare for due diligence.

A new federal tax credit begins in 2027 for qualifying K-12 scholarship donations. Learn how the $1,700 credit works, why state participation matters, and what donors should know before contributing.

A Supreme Court decision left in place a ruling allowing the IRS to assess tax indefinitely when return fraud is committed by a tax preparer.

Learn what to do if the IRS says your tax return was never received, including how to verify filing, respond to notices, and protect a refund. 

Does your business accept large cash payments? Receiving more than $10,000 can trigger Form 8300 reporting requirements. Learn what counts as cash, key deadlines, and why accurate filing matters.