My Tax Lady, LLC

09/04/2026

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

09/04/2026

Mark these important tax deadlines for September 15, 2026:

- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.

- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.

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09/03/2026

Business expenses can reduce taxable income, but many learn too late that a deduction is only as good as the records behind it.

Protect your business deductions. See what the IRS requires for travel, meals, and vehicle mileage logs—and how to avoid 20% accuracy penalties.

09/02/2026

Should you pay off debt or invest? Higher interest rates have shifted the balance. Learn how to evaluate high-interest debt, emergency savings, retirement planning, and taxes when making important financial decisions.

Higher interest rates change the debt vs. investing decision. Learn how debt, savings, retirement goals, and taxes can affect your choice.

09/02/2026

Running a business is expensive! 💸 Between software, payroll, advertising, insurance, professional fees, and all the little charges in between, it adds up quickly.

The good news is that many of these expenses may be tax-deductible, but only if you keep track of them! 🧾 If it’s not documented, it’s much harder to claim at tax time.

Keep your business and personal spending separate, save your receipts, and stay on top of your bookkeeping. 📊 Don’t wait until tax season to try to remember where all your money went!

09/01/2026

An executor of a decedent’s estate must administer the estate and distribute assets in the statutory order of priority; failure to follow those legal requirements can expose the executor to personal liability.

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

09/01/2026

We’re almost through Q3 and heading into the final months of 2026, so now is the time to focus on your year end goals and prepare for upcoming deadlines.

This month, take time to:

- Review your August numbers
- Get your books up to date
- Review your year end revenue and profit goals
- Check your cash flow
- Start looking for a bookkeeper and tax accountant now
- Plan for year-end deadlines

What’s one business goal you’re working toward this September?

08/31/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

08/31/2026

- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.

- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.

Now is a great time to review your books, make sure your records are up to date, and prepare for the September 15 deadline.

08/28/2026

New York City has begun notifying property owners who may be subject to its new pied-à-terre tax. Learn who may be affected and more.