Simon Tracey

323 posts
tax preparation calendar

50-Day Tax Prep Countdown Calendar

Here’s a helpful 50-Day Tax Prep Countdown Calendar to keep you organized, but you’ll need to read on for essential tips to ensure success.
post tcja like kind exchanges

Like‑Kind Exchange Rules After TCJA—Still Worth It?

The TCJA has changed like-kind exchange rules—discover why they might still be a valuable strategy for your investment goals.
year end tax planning

Payroll Withholding Calculator: Zero Out Year‑End Surprises

Learn how a payroll withholding calculator can help you zero out year-end surprises and ensure your taxes are on track.
home energy tax credit

Energy‑Efficient Home Credits: Claim Up to $10,000

Federal energy-efficient home credits can save you up to $10,000—discover how to maximize your benefits and ensure compliance.
gig income reporting changes

Gig Platform 1099‑K Changes: What to Expect in 2026 Filing Season

Stay informed about the 2026 gig platform 1099‑K reporting changes to ensure you’re prepared for upcoming tax season adjustments.
tax on depreciation recapture

Depreciation Recapture: The Hidden Tax When You Sell Property

Only by understanding depreciation recapture can you fully grasp the hidden tax implications when selling property.
small business retirement options

SEP IRA vs. SIMPLE IRA: Best Choice for Small‑Biz Owners

If your business has fewer than 100 employees and you want flexible…
secure cloud receipt storage

Keeping Receipts in the Cloud: Audit‑Proof Digital Storage Tips

Keeping receipts in the cloud requires secure, compliant methods—discover essential tips to ensure your digital records are truly audit-proof.
irs refund status tracker

The IRS “Where’s My Refund?” Tracker—Decoded

Providing insights into the IRS “Where’s My Refund?” tracker, this guide reveals how to decode its stages and uncover reasons for delays.
maximize your deduction potential

Qualified Business Income Deduction: Are You Leaving 20% on the Table?

Stay informed about the Qualified Business Income Deduction to ensure you’re maximizing your savings and avoiding costly mistakes.