Shelton Financial Management LLC

07/22/2026

Servers, bartenders, and gig workers—did you know your July tip income may need to be reported by **August 10**? Missing it can create a tax surprise later. Stay ahead of the deadline, protect your paycheck, and keep your records in order. **Find out what you need to report now.**

Working in the service industry? Learn about the August 10 tip reporting deadline, tax withholding processes, and how to manage uncollected F**A taxes.

07/22/2026

Getting paid faster starts with better invoices. QuickBooks Online helps you create professional, branded invoices, set clear terms, and even automate recurring billing—so you can spend less time chasing payments and more time growing your business. Find out how small tweaks can improve cash flow. Read now.

Improve your cash flow by mastering QuickBooks Online invoicing. Learn to customize designs, set payment terms, and automate receivables for faster payments.

07/22/2026

Waiting on a tax refund? If you chose a paper check, a new IRS process could mean a delay of 10+ weeks. Learn why CP53E matters, who’s affected, and how to better protect your cash flow this tax season. Read now.

Filing a paper check? IRS Notice CP53E could delay your refund by over two months. Learn how to protect your cash flow with proactive planning.

07/21/2026

Save for retirement and get rewarded by the IRS? Yes, it’s possible. The Saver’s Credit can cut your tax bill now, and big changes are coming in 2027 with the Saver’s Match. Find out how to maximize your benefits before the rules change. Read now.

Discover how the Saver's Credit lowers your 2026 taxes and how the upcoming 2027 SECURE 2.0 Saver's Match directly boosts your retirement savings.

07/21/2026

Big news for families saving in Trump accounts: the IRS has eased a key gift tax headache. A small contribution from a parent, grandparent, or relative may now avoid extra Form 709 filing in many cases. Find out what the new safe harbor means for your family’s planning. Read now.

Discover how IRS Revenue Procedure 2026-25 simplifies gift tax reporting rules for family contributions to Section 530A Trump accounts. Learn more.

07/20/2026

Your S Corp salary shouldn’t stay “set it and forget it.” A pay rate that made sense when you started could now trigger IRS scrutiny, limit retirement contributions, and hurt your tax strategy. Find out how to keep your compensation defensible, optimized, and aligned with growth. Read now.

Learn how to optimize and document S Corp owner reasonable compensation to maximize retirement contributions, preserve QBI deductions, and satisfy IRS rules.

07/20/2026

Big tax relief is coming for retired first responders in 2027—service-connected disability pensions may be excluded from federal taxable income. But the rules are specific, and state taxes may still apply. Find out what this means for your benefits and how to prepare now. Read now.

Discover how upcoming federal tax changes impact retired first responders. Learn about the 2027 tax exemption for service-connected disability pensions.

07/20/2026

Retired disabled first responder? A new federal law may make certain disability pensions tax-free beginning in 2027. Watch this video to learn what it could mean for you.

07/17/2026

Your tax strategy shouldn’t be based on “average” business trends. In a split economy, the right move could mean protecting cash, avoiding penalties, and improving your bottom line. Find out how to align estimated payments and deductions with your business reality. Read now.

Is your business booming or slowing in 2026? Learn how to adjust estimated taxes, entity structure, and cash flow strategies before year-end.

07/16/2026

Think the IRS can collect forever? Not quite. There’s a 10-year clock that can end federal tax collection—but certain actions can pause it and extend the timeline. Learn what triggers the deadline and how to protect yourself before you file or pay. Read now.

Understand the IRS 10-year Collection Statute Expiration Date (CSED), tolling rules, asset protection, and proactive steps to resolve outstanding tax debt.