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63 tagged with "Tax Deadlines"

Important tax filing deadlines and compliance dates to remember

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Form 706 Portability and the DSUE: How Surviving Spouses Inherit Up to $30 Million of Federal Estate Tax Exemption
·mike

Form 706 Portability and the DSUE: How Surviving Spouses Inherit Up to $30 Million of Federal Estate Tax Exemption

Filing IRS Form 706 to elect portability lets a surviving spouse inherit up to $15 million of unused federal estate tax exemption (the DSUE), shielding combined estates of up to $30 million from the 40% federal estate tax in 2026. Miss the nine-month deadline and Rev. Proc. 2022-32 still allows a late election within five years of death.

estate-planning
tax-planning
tax-compliance
tax-deadlines
+4
Form 990, 990-EZ, and 990-N: How Nonprofits Choose the Right Annual Return and Avoid Automatic Revocation
·mike

Form 990, 990-EZ, and 990-N: How Nonprofits Choose the Right Annual Return and Avoid Automatic Revocation

Nonprofits with gross receipts of $50,000 or less file Form 990-N; those under $200,000 receipts and $500,000 assets file 990-EZ; everyone else files the full 990. This guide covers thresholds, deadlines, late penalties up to $120 per day, and the three-year automatic revocation rule that quietly strips exempt status.

nonprofit
tax-compliance
tax-filing
irs-reporting
+4
Form 5500-EZ Solo 401(k) Filing Threshold: When Self-Employed Plans Cross the $250,000 Asset Trigger
·mike

Form 5500-EZ Solo 401(k) Filing Threshold: When Self-Employed Plans Cross the $250,000 Asset Trigger

A Solo 401(k) crosses into mandatory Form 5500-EZ filing once combined plan assets exceed $250,000 on the last day of the plan year. Late filings cost $250 per day up to $150,000 annually, but Rev. Proc. 2015-32 caps catch-up filings at $1,500 per plan if no penalty notice has been issued.

solo-401k
retirement-plans
tax-compliance
self-employment
+4
Small Business Taxes 2026: A Complete Obligations Guide for New Business Owners
·mike

Small Business Taxes 2026: A Complete Obligations Guide for New Business Owners

A 2026 walkthrough of every small business tax obligation—federal income, self-employment, payroll, sales, and excise—with the full filing calendar, quarterly estimated tax safe harbors, OBBBA-era changes (permanent QBI, $1.21M Section 179, restored 100% bonus depreciation), and the recordkeeping habits that prevent penalties.

small-business
tax
tax-compliance
payroll
+4
The Stress-Free Tax Season Workflow: How to Catch Up, Organize, and File With Confidence
·mike

The Stress-Free Tax Season Workflow: How to Catch Up, Organize, and File With Confidence

A six-week framework for small business owners to catch up unreconciled books, assemble a standardized year-end financial package, and hand off cleanly to an accountant—anchored by the 2026 federal filing deadlines.

tax-preparation
bookkeeping
small-business
tax-deadlines
+4
The 83(b) Election: A 30-Day Decision That Can Save Founders Six Figures in Taxes
·mike

The 83(b) Election: A 30-Day Decision That Can Save Founders Six Figures in Taxes

A Section 83(b) election lets founders and early employees pay ordinary income tax on the grant-date value of restricted stock instead of on each vesting tranche, shifting future appreciation into long-term capital gains. The 30-day filing window is absolute and starts on the actual transfer date.

tax-planning
equity
startup
founder-resources
+4
How to Prepare for Tax Season: A Year-Round Checklist for Small Business Owners
·mike

How to Prepare for Tax Season: A Year-Round Checklist for Small Business Owners

A practical week-by-week, quarter-by-quarter, and year-end tax preparation checklist for small business owners — covering 2026 IRS deadlines, estimated tax payments, deductions, 1099 filing, and the bookkeeping habits that turn April from a sprint into a routine handoff.

tax-preparation
tax-planning
small-business
bookkeeping
+4
Form 1120-W and C Corporation Estimated Taxes: The Complete 2026 Guide
·mike

Form 1120-W and C Corporation Estimated Taxes: The Complete 2026 Guide

Form 1120-W was retired after 2022, but C corporations expecting to owe more than $500 in federal tax must still make quarterly estimated payments. This guide covers the 2026 due dates, the 21% rate calculation, the two safe harbors, the $1 million large-corporation trap, the annualized income installment method, and the EFTPS-only payment requirement.

tax
c-corp
tax-compliance
tax-planning
+3
Form 1120-S Explained: The Complete Guide to Filing Your S Corporation Tax Return
·mike

Form 1120-S Explained: The Complete Guide to Filing Your S Corporation Tax Return

Form 1120-S is the annual federal return every active S corporation must file, with a 2026 deadline of March 16. This guide covers who must file, the schedules involved, the five mistakes that cost owners the most, and a month-by-month filing workflow.

s-corp
tax-preparation
tax-compliance
tax-deadlines
+4
What Happens If You Don't File Your LLC Taxes? Penalties, Consequences, and Fixes for 2026
·mike

What Happens If You Don't File Your LLC Taxes? Penalties, Consequences, and Fixes for 2026

A four-member LLC that files Form 1065 six months late owes about $6,240 in federal penalties before any state assessment. This 2026 guide details every federal and state penalty an LLC can face for non-filing, the cascade of secondary consequences, and the step-by-step path back to good standing — including how First-Time Abate can wipe out the entire federal penalty in a single phone call.

llc
tax-compliance
tax-filing
tax-deadlines
+4
LLC Tax Filing Deadlines 2026: A Complete Calendar by Entity Type
·mike

LLC Tax Filing Deadlines 2026: A Complete Calendar by Entity Type

A 2026 calendar of LLC tax deadlines by IRS classification — single-member LLCs file Schedule C on April 15, multi-member partnerships and S-corps file Forms 1065 and 1120-S on March 16, C-corps file Form 1120 on April 15. Covers Form 7004 extensions, quarterly estimates, and the $245-per-partner late-filing penalty.

llc
tax-deadlines
tax-filing
tax-compliance
+4
Penalty for Filing Taxes Late: What You Owe and How to Reduce It
·mike

Penalty for Filing Taxes Late: What You Owe and How to Reduce It

The IRS charges 5% per month for late filing (capped at 25%) plus 0.5% per month for late payment, with daily-compounding interest at 7% in Q1 2026. This guide details how each penalty is calculated and four programs — First-Time Abatement, reasonable cause, installment agreements, and Offer in Compromise — that can reduce or remove what you owe.

tax
tax-deadlines
tax-filing
tax-compliance
+4
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