Modern Accountants

09/02/2026

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

08/31/2026

A new bundle of joy?

08/28/2026

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

08/24/2026

The tax code keeps getting more complex. Laws are changed late in the year, and the noise to do it yourself is louder than ever. Before deciding on a change spend a minute previewing this video.

08/21/2026

When an interest rate matters. This is what you need to know.

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

08/17/2026

Why do you need a tax professional?

08/14/2026

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details.

As your children age, you can easily be surprised by a larger tax bill. To help ease the possible burden, here are some possible tax hits to prepare for as your children grow older.

08/10/2026

You've worked hard for your money. Why lose it to late filing penalties? We can help.

08/07/2026

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

08/05/2026

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....