Robertson Financial Group

10/22/2026

Tip income reported in October? Don’t miss the November 10 deadline. If you earned $20 or more in tips, this quick reminder could help you avoid year-end surprises on your W-2. Find out what to report and how to stay on track. Read now.

Stay on top of November 2026 tax deadlines with Robertson Financial Group. Learn about November 10 tip reporting, F**A withholding, and disaster extensions.

10/22/2026

Did you know paid family and medical leave could also lower your tax bill? Starting in 2026, IRC Section 45S becomes a permanent credit for eligible employers—helping you support your team while reducing costs. Find out how this valuable tax break works and whether your business may qualify. Read now.

Learn how small businesses can claim the Section 45S Paid Family and Medical Leave tax credit using the wage or premium method.

10/21/2026

EBITDA is only the starting point—buyers and lenders look deeper at cash flow, customer concentration, owner reliance, and the quality of your earnings. Two businesses can have the same EBITDA, but very different value. Find out what really drives business strength. Read now.

Learn why buyers and lenders look beyond EBITDA to evaluate cash flow, earnings durability, customer concentration, and financial record accuracy.

10/20/2026

Think your loan’s interest is deductible because it’s secured by your home? Not always. What really matters is how the money is used—not just the label on the loan. Learn how tracing loan proceeds can change your tax result and help you avoid costly surprises. Read now.

Learn how IRS interest tracing rules allocate loan proceeds across business, investment, personal, and mortgage uses to determine tax deductibility.

10/19/2026

Hollywood could be getting a major federal tax break—and it may reshape where film and TV gets made. 🎬 A new bipartisan proposal could offer up to a 30% credit for qualifying U.S. production costs. Curious how it works and who qualifies? Read now.

Overview of the proposed federal film tax credit offering 20% to 30% on eligible U.S. labor costs to keep entertainment production domestic.

10/19/2026

Divorce or separation can change your tax filing status sooner than you think. Did you know the IRS still considers you married until your final decree is official? Learn how to protect your finances and avoid filing mistakes during this transition. Read now.

Going through a divorce? Learn how the IRS determines your marital status for tax filing purposes before receiving your final decree.

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/16/2026

Buying a new car in 2025 or 2026? You may be able to deduct up to $10,000 in loan interest—but only if it meets strict IRS rules. From final assembly to VIN reporting, the details matter. Find out if your auto loan qualifies before you file. Read now.

Learn how the new federal car-loan-interest deduction allows up to $10,000 in interest write-offs for qualifying passenger vehicles from 2025 to 2028.

10/15/2026

Buying a business? Don’t let revenue fool you. A company with big sales can still hide cash flow issues, risky add-backs, customer concentration, and surprise tax exposure. Before you make an offer, know what you’re really buying. Read now to see the financial red flags that can change the deal.

Buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and financial risk. Pasted markdown

10/15/2026

Paying employee expenses the wrong way can turn tax-free reimbursements into taxable wages. An accountable plan helps protect your payroll, preserve deductions, and keep reimbursement records audit-ready. Curious how it works? Read now to learn the simple rules that can save your business money.

Learn how an accountable plan lets businesses reimburse employee expenses tax-free while maintaining compliance, clean payroll, and full tax deductions.