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Guides · US Tax

US Tax guides

1,454 plain-English guides on us tax, each one ending in what to do next.

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Page 24 of 61, newest first.

US Tax

Employee Retention Credit (ERC) Status for Small Businesses in 2025

The ERC program ended for new claims as of January 31, 2024. Businesses that already filed ERC claims should check their status through the IRS processing.

Sep 5, 2026
US Tax

Tax-Advantaged Employee Benefits for Small Businesses

Small businesses can offer tax-deductible benefits that cost less than equivalent salary increases: health insurance (100% deductible).

Sep 5, 2026
US Tax

Employee Stock Options: ISO vs. NSO Tax Treatment and Exercise Strategies

ISO vs. NSO comparison: | Feature | ISO (IRC 422) | NSO | |---------|-------------|-----| | Tax at grant | None | None | |.

Sep 5, 2026
US Tax

Employee vs. Independent Contractor: The Complete Classification Guide for Small Business Owners

Misclassifying workers costs businesses back taxes, penalties, and interest.

Sep 5, 2026
US Tax

Employing Family Members: Tax Benefits, FICA Exemptions, and IRS Compliance for Family Businesses

Family businesses can employ spouses and children with significant tax advantages: FICA exemptions for children under 18.

Sep 5, 2026
US Tax

Employing Family Members: Tax Benefits, FICA Exemptions, and IRS Compliance for Family Businesses

Family businesses can employ spouses and children with significant tax advantages: FICA exemptions for children under 18.

Sep 5, 2026
US Tax

Employment Tax Deposits: 941 Filing Schedule, Deposit Deadlines, and Penalty Avoidance

Employers must deposit federal employment taxes (income tax withholding, Social Security. Deposit schedule determination: | Lookback Period Liability |.

Sep 5, 2026
US Tax

Employment Tax Penalties: The Most Expensive Mistakes Small Businesses Make

Employment tax penalties are among the harshest in the tax code. Late payroll deposits trigger 2-15% penalties. Employment tax penalty tiers: Late deposit.

Sep 5, 2026
US Tax

Energy Efficiency Tax Credits for Small Business: Commercial Buildings, Vehicles, and Equipment

Small businesses can claim tax credits for energy-efficient improvements under several provisions: the Clean Vehicle Credit (IRC 30D.

Sep 5, 2026
US Tax

Employee Retention Credit (ERC) Status in 2025: Moratorium, Audits, and Voluntary Disclosure

ERC status as of 2025: 1. Moratorium on new claims. The IRS stopped processing new ERC claims filed after September 14, 2023.

Sep 5, 2026
US Tax

Employee Retention Credit (ERC) Status: Where Claims Stand and What Business Owners Need to Know

The IRS has paused processing of most new ERC claims and is auditing previously paid claims.

Sep 5, 2026
US Tax

Estate and Gift Tax Planning for Business Owners: Succession Strategies, Valuation Discounts, and the Lifetime Exemption

For business owners, estate and gift tax planning is not just about minimizing the federal estate tax (which applies to estates exceeding the $13.99.

Sep 5, 2026
US Tax

Estate Planning for Business Owners: Buy-Sell Agreements, Valuation, and Transfer Strategies

A business owner's company is often their largest asset, but without proper estate planning. Estate planning tools for business owners: | Tool | What It.

Sep 5, 2026
US Tax

Estate Tax Planning for Small Business Owners

The federal estate tax exemption is $13.99 million per person in 2025 ($27.98 million per married couple). Estate tax fundamentals for business owners.

Sep 5, 2026
US Tax

Estate Tax Planning for Business Owners: Exemption, Valuation Discounts, and the 2026 Sunset

The federal estate tax exemption is $13.61 million per person (2024) but is scheduled to drop to approximately $7 million in 2026.

Sep 5, 2026
US Tax

Estate Tax Planning for Business Owners: Lifetime Exemption, Family Limited Partnerships, GRATs, and Succession

Estate tax planning is critical for business owners because a closely held business is often the largest asset in the owner's estate.

Sep 5, 2026
US Tax

Estimated Taxes for New LLCs: First-Year Safe Harbors, Set-Aside Strategy, and Common Mistakes

New LLC owners have no prior-year tax liability, which means the usual 100% safe harbor is $0. First-year estimated tax for new LLCs: 1.

Sep 5, 2026
US Tax

Avoiding Estimated Tax Penalties: Safe Harbor Methods, Annualized Income, and Year-End Fixes

The IRS assesses estimated tax underpayment penalties when quarterly payments fall short.

Sep 5, 2026
US Tax

How to Avoid Estimated Tax Penalties in Your First Year of Business

First-year business owners have no prior-year tax liability, making the prior-year safe harbor the easiest penalty-free strategy.

Sep 5, 2026
US Tax

Avoiding the Estimated Tax Penalty: Three Safe Harbor Methods and When to Use Each

The estimated tax penalty (7-8% annualized in 2025) is fully avoidable using one of three safe harbors: prior-year (100%/110% of last year's tax).

Sep 5, 2026
US Tax

Estimated Tax Penalty Calculation: How the IRS Computes Underpayment Penalties

The IRS charges an estimated tax penalty (Form 2210) when quarterly payments fall short.

Sep 5, 2026
US Tax

How to Calculate the Estimated Tax Penalty: Form 2210 and the Underpayment Math

The estimated tax underpayment penalty is calculated on Form 2210. It applies quarter-by-quarter based on the IRS's short-term interest rate.

Sep 5, 2026
US Tax

How to Avoid the IRS Estimated Tax Underpayment Penalty

The estimated tax underpayment penalty is approximately 8% annualized (2024-2025). It applies per quarter, not per year.

Sep 5, 2026
US Tax

Estimated Tax Safe Harbor Strategies: How to Avoid Underpayment Penalties Every Time

The IRS imposes penalties for underpaying estimated taxes, but two safe harbors provide complete protection. The two safe harbors: Safe Harbor 1: Prior-year.

Sep 5, 2026