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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.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning

Page 25 of 61, newest first.

US Tax

Estimated Tax Safe Harbor: How to Avoid the Underpayment Penalty Every Year

The IRS imposes an estimated tax penalty when a taxpayer owes more than $1,000 at filing time and did not meet one of two safe harbors.

Sep 5, 2026
US Tax

Estimated Tax Safe Harbors: The 110% Rule, Annualized Income Method, and Penalty Avoidance

Self-employed individuals and business owners who do not have sufficient tax withholding must make quarterly estimated tax payments or face an.

Sep 5, 2026
US Tax

Using W-2 Withholding to Cover Side Business Taxes: The Backdoor Estimated Tax Strategy

Business owners with a W-2 job (or S-Corp owners paying themselves a salary) can increase W-2 withholding to cover self-employment taxes.

Sep 5, 2026
US Tax

Excess Business Loss Limitation: IRC 461(l) Cap on Business Losses

IRC 461(l) limits the amount of business losses that can offset non-business income to $305,000 (single) or $610,000 (MFJ) per year.

Sep 5, 2026
US Tax

Excess Business Loss Limitation: IRC 461(l) Rules for Non-Corporate Taxpayers

Non-corporate taxpayers cannot deduct business losses exceeding $305,000 (single) or $610,000 (MFJ) for 2024 against non-business income.

Sep 5, 2026
US Tax

Business Exit Strategy: Tax Planning for Selling Your Business (Asset Sale vs Stock Sale)

Selling a business triggers different tax consequences depending on whether it is structured as an asset sale or a stock/membership interest sale.

Sep 5, 2026
US Tax

Hiring Family Members in Your Small Business: Tax Strategies and Rules

Hiring your spouse, children, or parents in your business creates legitimate tax savings. Family employee tax rules: Children under 18 (working for a sole.

Sep 5, 2026
US Tax

Hiring Your Children: Tax Benefits of Employing Kids in a Family Business

A sole proprietor can hire their child under 18 and the wages are exempt from FICA and FUTA. The tax math: - The business deducts the wages on Schedule C.

Sep 5, 2026
US Tax

Hiring Family Members: Income Splitting, Kiddie Tax, and the Rules for Employing Your Children

Hiring family members in a legitimate business is one of the most effective tax planning strategies for small business owners.

Sep 5, 2026
US Tax

2025 Small Business Tax Calendar: Every Federal Deadline You Need to Know

Every federal tax deadline for small businesses in 2025, organized by month. 2025 tax calendar (federal deadlines, calendar-year businesses): January: |.

Sep 5, 2026
US Tax

Estimated Taxes for First-Year Business Owners: What to Pay When You Have No Prior-Year Return

First-year business owners with no prior-year tax liability have no safe harbor and must estimate current-year taxes accurately.

Sep 5, 2026
US Tax

First-Year Business Tax Checklist: Everything New Business Owners Need to Do

First-year tax checklist (15 items): Before starting operations: 1. Get an EIN (Employer Identification Number) - Apply at.

Sep 5, 2026
US Tax

Foreign-Owned US Businesses: Tax Rules for ECI, FIRPTA, Branch Profits Tax, and Treaty Benefits

When a foreign person or entity owns a US business or invests in US real property, the US tax rules are significantly more complex than domestic taxation.

Sep 5, 2026
US Tax

Form 1099 Filing Requirements: Who Gets a 1099 and When (Complete Guide)

Businesses must file 1099-NEC for contractors paid $600+, 1099-MISC for rent and royalties, and 1099-INT for interest paid.

Sep 5, 2026
US Tax

Form 1099 Reporting Requirements for Small Businesses

Businesses must file 1099-NEC for payments of $600+ to independent contractors. 1099-MISC for rent, royalties, and other payments.

Sep 5, 2026
US Tax

Form 3115: How to Change Your Business Accounting Method and Claim Catch-Up Deductions

Form 3115 (Application for Change in Accounting Method) is used to change from one IRS-approved accounting method to another.

Sep 5, 2026
US Tax

Form 3115 Accounting Method Changes: When to Switch and How Section 481(a) Adjustments Work

Changing an accounting method (such as switching from cash to accrual, adopting a new depreciation method. Common accounting method changes filed on Form.

Sep 5, 2026
US Tax

Tax Considerations for Franchise Businesses: Fees, Royalties, and Amortization Rules

Franchise fees paid to a franchisor are treated differently for tax purposes depending on whether they are initial fees or ongoing royalties.

Sep 5, 2026
US Tax

Tax-Free Fringe Benefits for Small Business Owners and Employees

Certain fringe benefits are deductible by the business and tax-free to the recipient.

Sep 5, 2026
US Tax

Tax-Free Fringe Benefits for Small Business Employees: What You Can Provide Without Triggering Taxable Income

The tax code provides a list of fringe benefits that employers can provide to employees tax-free (excluded from the employee's gross income) under IRC 132.

Sep 5, 2026
US Tax

Tax-Free Fringe Benefits: What Employers Can Provide Without Triggering Income Under IRC 132

Fringe benefits are non-cash compensation that employers provide to employees. Major tax-free fringe benefit categories: | Benefit | IRC Section | Exclusion.

Sep 5, 2026
US Tax

General Business Credit: How Tax Credits Work Together and the Carryback and Carryforward Rules Under IRC 38

The general business credit under IRC 38 is not a single credit but an aggregation of over 30 individual business tax credits.

Sep 5, 2026
US Tax

Business Gift Tax Rules: The $25 Per Person Limit and What Actually Counts

Business gifts are deductible up to $25 per recipient per year under IRC 274(b). This limit has not been adjusted for inflation since 1962.

Sep 5, 2026
US Tax

Gift Tax Rules for Business Owners: Annual Exclusion, Lifetime Exemption, and Business Transfers

The gift tax under IRC 2501-2524 applies to transfers of property for less than full consideration. 2025 gift tax numbers: | Factor | Amount |.

Sep 5, 2026