Steve Shapiro, EA

07/14/2026

Did you know the timing of your capital gain could impact when you must invest in a Qualified Opportunity Fund? For 2026, one date in July could make a big difference in your tax-planning options. Learn how to use the 180-day rule to your advantage. Read now.

Discover how the 180-day rule and the July 5 threshold impact capital gains deferrals into Qualified Opportunity Funds. Proactive tax planning insights.

07/14/2026

Big tax update for business owners and self-employed drivers: the IRS is raising the 2026 business mileage rate mid-year to 76.0 cents per mile. Could your vehicle deductions be worth more than you think? Find out how to maximize your write-offs and keep better mileage records. Read now.

Discover how the IRS mid-year mileage rate increase for 2026 impacts your small business tax deductions. Get expert guidance from Steve Shapiro, EA in MO.

07/14/2026

Missed a tax deadline? The IRS is rolling out automatic penalty relief for some taxpayers—no formal request needed. Learn who qualifies, what penalties are covered, and when you may still need manual help. Read now to see if you could save time and money.

Understand the new IRS automatic penalty relief program (AEP) and find out how it impacts individual and business compliance in St. Charles, MO.

07/13/2026

Learn how the 180-day rule may allow certain 2026 capital gains to be deferred through a Qualified Opportunity Fund investment.

07/10/2026

Turn everyday employee perks into real tax savings. From health coverage and retirement plans to commuter benefits and accountable reimbursements, the right fringe benefits can boost take-home value without adding payroll tax surprises. Find out how smart planning can help your business reward talent more efficiently. Read now.

Learn how fringe benefits can boost employee compensation while providing valuable tax advantages for both employers and employees.

07/10/2026

Mid-year tax planning can do more than save money—it can help protect your cash flow, avoid surprise penalties, and uncover opportunities before year-end closes in. Curious what your business could do now instead of waiting until December? Read now and see why the middle of the year is the best time to plan.

Discover why mid-year tax planning is essential for Missouri small businesses. Optimize cash flow and reduce liabilities with Steve Shapiro, EA CTRC.

07/08/2026

Tokenized securities may look like crypto, but the tax rules can be far more complex than you think. Starting in 2026, new IRS reporting requirements could impact how your gains, basis, and transactions are tracked. Learn what investors need to know to stay compliant and avoid surprises. Read now.

07/08/2026

Social Security isn’t just about when you can claim—it can affect your taxes, Medicare costs, and even your spouse’s future benefits. Surprising? It should be. Learn how smarter timing can help protect more of your retirement income. Read now.

Maximize your Social Security benefits in Saint Charles, MO. Learn how claiming decisions impact your retirement taxes, Medicare, and spousal benefits.

07/08/2026

Think the first mortgage quote is “good enough”? Think again. Many homebuyers pay thousands more than they need to simply by skipping comparison shopping—and the tax rules can make the real cost even higher. Learn how to spot hidden savings before you lock in your rate. Read now.

Many homeowners overpay by not shopping for mortgages. Learn how rates, refinancing, taxes, and cash flow can affect your finances.

07/06/2026

New “Trump Accounts” may offer Missouri parents a tax-advantaged way to help build their child’s future—but scammers are already using fake messages to steal personal info. Learn the red flags and how to protect your family’s savings. Read now.

Learn how to identify Trump Account scams, spot warning signs, verify communications, and protect your child's savings from fraudsters.