Susan M. Schlindwein, CPA LLC

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Moorestown, NJ
Susan M. Schlindwein, CPA LLC

Specializing in: Small Business Consulting, Individual & Business Taxes, QuickBooks and Financial Planning At Susan M.

Schlindwein, CPA, LLC, we provide services for small businesses and individuals. Our firm specializes in business consulting, individual and business taxes and QuickBooks bookkeeping and training. Offering the perfect blend of personalized service and expertise, we get to know each of our clients so that we may provide the information suited to their individual needs. Conveniently located in Moore

stown, New Jersey, our office is accessible to both New Jersey and Pennsylvania. For more information, visit our website: www.schlindweincpa.com

04/13/2026

Understand the Tax Details When Starting a Business

If you’re thinking about starting a business, make sure you understand your federal tax responsibilities before opening your doors.

IRS Publication 583, Starting a Business and Keeping Records, covers the basics. Your business structure (such as a sole proprietorship, partnership, limited liability company or corporation) determines which forms you must file and which taxes apply, including income, self-employment, employment and excise taxes.

You may also need an Employer Identification Number for tax purposes, and you should be aware of your recordkeeping requirements.

Starting a business is exciting, and getting the tax details right is important. Contact the office for assistance.

04/09/2026

The 2025 IRA Contribution Deadline Is Coming Up

It’s not too late to boost your IRA for 2025. You have until April 15, 2026, to make contributions for the 2025 tax year. This deadline applies to both traditional and Roth IRAs and includes catch-up contributions for eligible individuals.

You must indicate that the contribution is for the 2025 tax year, not 2026. This is important because contributions made from January 1 through April 15 can be designated for either the prior year or the current year.

Contact the office if you have questions about IRA contributions or need assistance filing your 2025 return.

04/07/2026

Don't Let the AMT Catch You Off Guard

Are you subject to the alternative minimum tax (AMT)? In general, this tax applies if your “tentative minimum tax” exceeds your regular income tax liability.

Significant long-term capital gains and dividend income or recently exercised incentive stock options can trigger the AMT. Although the 2025 tax legislation, commonly known as the One Big Beautiful Bill Act, makes higher AMT exemptions permanent, it phases them out twice as fast beginning in 2026.

Also, the legislation quadrupled the limit for the state and local tax deduction, which isn’t deductible for AMT purposes. So that item may become an AMT Achilles’ heel for more taxpayers.

If you’re concerned about the AMT, contact the office.
Good planning may help you avoid it.

04/01/2026

If you buy, sell or trade digital assets, such as cryptocurrency or certain nonfungible tokens (NFTs), new reporting requirements will likely affect how your transactions are reported to and reviewed by the IRS.

While these rules don’t change how digital assets are taxed, they significantly impact information reporting, increasing transparency and scrutiny.

Digital asset taxation has been in place for years, but the new reporting rules mark a notable shift in enforcement.

Read more here http://schlindweincpa.com/newsletter.php #3

Contact the office for help understanding your reporting obligations and staying in compliance.

03/30/2026

Businesses Regain Immediate Deduction for R&E Expenses

If your business conducts research or product development, a significant tax law change could unlock tax savings. The 2025 tax legislation, commonly known as the One Big Beautiful Bill Act (OBBBA), reinstated the ability to immediately deduct domestic research and experimental (R&E) expenses.

This change reversed a key provision of the Tax Cuts and Jobs Act (TCJA) that required businesses to capitalize and amortize domestic R&E expenses over five years and foreign R&E expenses over 15 years. As a result, you may have new tax-saving opportunities as you prepare your 2025 tax return and plan for 2026.

What does the change mean for your 2025 Filing? Read more: http://schlindweincpa.com/newsletter.php #2

03/19/2026

What's New for Retirement Catch-Up Contributions in 2026

Beginning in 2026, a significant change to retirement plan catch-up contributions takes effect. Part of the 2022 Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, the change affects higher-income taxpayers age 50 and older who contribute to certain types of employer-sponsored retirement plans. Read more from the March newsletter here: http://schlindweincpa.com/newsletter.php #1

03/05/2026

Closing a business can be overwhelming. But it’s important not to let tax duties fall through the cracks. Read more: http://schlindweincpa.com/newsletter.php #6

Contact the office for more information and assistance.

03/02/2026

Here’s a sampling of some significant tax law changes going into effect this year:

➡️ Increase of the Section 179 expensing limit to $2.56 million and the phaseout threshold to $4.09 million (up from $2.5 million and $4 million, respectively, for 2025).

➡️ Expansion of the income ranges over which the Section 199A qualified business income deduction limitations phase in, generally to $201,750 – $276,750 (up from $197,300 – $247,300 for 2025), double those amounts for married couples filing jointly.

➡️ Reduction of the threshold for the excess business loss limitation to $256,000 (down from $313,000 for 2025), double those amounts for joint filers.

➡️ Increase of the limitation on the use of the cash method of accounting to $32 million (up from $31 million for 2025).

➡️ Elimination of certain clean energy incentives, such as the Section 179D deduction for energy-efficient commercial buildings and the alternative fuel vehicle refueling property credit (both after June 30, 2026).

Contact the office to discuss how these or other changes might affect your business.
[Read more: http://schlindweincpa.com/newsletter.php #4]

02/26/2026

Take Control with Self-Directed IRAs 📈💵
You have until April 15, 2026, the tax filing deadline, to make 2025 contributions to an IRA. If you’re seeking more than the traditional mix of stocks, bonds, and mutual funds, a self-directed IRA offers greater autonomy and diversification-- and also some added complexity.

Read more: http://schlindweincpa.com/newsletter.php #3

SMS CPA can help you manage your next steps of financial growth.

02/24/2026

Estate Planning for 2026 and Beyond
Recent changes to the Tax Cuts and Jobs Act may now provide more certainty to those who are estate planning. If your estate is large, transferring assets to loved ones or trusts sooner rather than later may be beneficial. It can lock in tax savings should the exemption be reduced in the future. Read more and learn how we can help with the next steps of your : http://schlindweincpa.com/newsletter.php #2

02/19/2026

What's the Key to Unlocking Bigger Deductions on Rental Real Estate? 🔑🏡

Many rental property owners are surprised to learn that federal tax law often restricts their ability to deduct losses, treating most rental activities as passive unless specific requirements are met. But if you can qualify for the real estate professional exception, you may be able to turn otherwise suspended losses into immediate tax savings.

Read more in our February Newsletter: http://schlindweincpa.com/newsletter.php #1

Reach out to see how we can help you navigate your taxes this year.

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Moorestown, NJ
08057

Website

http://www.schlindweincpa.com/

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