Knowledge Center
Practical guidance, IRS deadline calendars, financial checklists, and expert insights — curated by our team for high-net-worth individuals, executives, and business owners.
A comprehensive walkthrough of year-end strategies — tax-loss harvesting, Roth conversions, charitable giving vehicles, and deferred compensation elections — for individuals with complex financial profiles.
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The 3.8% NIIT applies to passive income above certain thresholds. Learn which income streams are affected, how to calculate your exposure, and planning strategies to reduce your liability.
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Stock-based compensation creates complex tax events at vesting, exercise, and sale. This guide explains the federal and state tax treatment of restricted stock units, incentive stock options, and non-qualified stock options.
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Every key IRS filing and payment deadline for individuals, partnerships, S-corporations, C-corporations, and trusts — including extension deadlines and estimated tax due dates.
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Certain return characteristics statistically increase audit risk. This guide identifies the most common triggers — from high Schedule C losses to large charitable deductions — and explains how to document your positions defensively.
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U.S. persons with foreign financial accounts or assets face dual reporting obligations under FBAR (FinCEN 114) and FATCA (Form 8938). Penalties for non-compliance are severe. This guide explains thresholds, filing requirements, and the Streamlined Filing Compliance Procedures.
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Accurate cash flow forecasting is the foundation of sound business management. This guide covers the direct and indirect methods, rolling 13-week forecasts, and how to build a model that gives you real decision-making power.
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Choosing the right business entity affects your tax liability, liability protection, and exit options for years to come. This guide compares the four primary structures across tax treatment, self-employment tax, qualified business income deductions, and investor considerations.
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A well-drafted buy-sell agreement protects business owners and their families. This guide covers the tax implications of cross-purchase vs. entity-redemption structures, life insurance funding, and business valuation methods.
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AI-powered accounting tools are compressing month-end close cycles from weeks to days. This guide explains how machine learning automates reconciliations, flags anomalies, and produces management reports — and what it means for your finance team.
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Mid-market ERP selection is a high-stakes decision. This guide compares the three leading platforms across total cost of ownership, implementation complexity, reporting capabilities, and fit for professional services and real estate businesses.
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A comprehensive document checklist for individual filers — W-2s, 1099s, investment statements, real estate records, business income, foreign accounts, and life event documentation. Share with your CPA to ensure a complete and accurate return.
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The first 90 days of a new business set the foundation for years of financial health. This checklist covers entity formation, EIN registration, business banking, accounting software setup, payroll, and initial tax elections.
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Missing a tax deadline can trigger penalties and interest. The dates below reflect standard IRS deadlines — extensions may apply. Contact our office to confirm deadlines specific to your situation.
Q4 2025 Estimated Tax Payment
Form 1040-ES — fourth quarter estimated tax due for individuals and self-employed.
W-2 & 1099-NEC Issuance
Employers must furnish W-2s to employees and 1099-NECs to contractors.
Partnership & S-Corp Returns
Forms 1065 and 1120-S due. Six-month extension available (to September 15).
Individual & C-Corp Returns
Forms 1040 and 1120 due. Six-month extension available (to October 15 / November 15).
Q1 2026 Estimated Tax Payment
First quarter estimated tax payment due for individuals.
FBAR Filing Deadline
FinCEN Form 114 due for U.S. persons with foreign financial accounts exceeding $10,000. Automatic extension to October 15.
Q2 2026 Estimated Tax Payment
Second quarter estimated tax payment due for individuals.
Q3 2026 Estimated Tax Payment
Third quarter estimated tax payment due for individuals.
Extended Partnership & S-Corp Returns
Final deadline for extended Forms 1065 and 1120-S.
Extended Individual Returns
Final deadline for extended Form 1040. No further extensions available.
Deadlines that fall on a weekend or federal holiday are moved to the next business day. Confirm all deadlines with your CPA.
Our team is available for consultations with prospective and existing clients. Contact us to schedule a confidential discussion about your tax and financial situation.
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