TaxNotch

TaxNotch

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Specializing on individual taxes and small business taxes.

Strategic Financial Advisor: unlocking Tax Free Retirement & Lifetime Income with Living Benefits and Fixed Index Annuities.

Treasury Flags Tax-Aware Investment Strategies: What Wealthy 08/07/2026

Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning

Treasury Flags Tax-Aware Investment Strategies: What Wealthy Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning.

08/07/2026

Seasonal marketing helps your business stay top-of-mind. Look for opportunities to connect your products or services to what your customers are already thinking about.

2026 Back-to-School Sales Tax Holidays by State 08/06/2026

Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more. Here's what to know before you shop.

2026 Back-to-School Sales Tax Holidays by State Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more.

IRS Updates Crypto Voluntary Disclosure Program 08/05/2026

The IRS is updating its Voluntary Disclosure Program for cryptocurrency. Learn what it means if you have unreported crypto transactions.

IRS Updates Crypto Voluntary Disclosure Program The IRS is updating its Voluntary Disclosure Program for crypto. Learn what it means if you have unreported cryptocurrency transactions.

08/05/2026

Whether you're learning a new skill, growing your business, or preparing for the future, knowledge is one investment that always pays dividends.

Business Succession Planning: Protect Your Business & Legacy 08/04/2026

Business succession planning is the process of preparing for the future transfer of a business so that the company can continue operating smoothly while also meeting the owner’s personal, family, and financial goals.

Business Succession Planning: Protect Your Business & Legacy Plan your business succession with confidence. Learn how taxes, ownership, buy-sell agreements, and continuity planning protect your business and legacy.

08/04/2026

College expenses can come with valuable tax savings. Make sure you're taking advantage of every education credit or deduction available.

08/03/2026

U.S. citizens and resident aliens living abroad may qualify to exclude foreign earned income and claim foreign housing exclusions or deductions. Learn more in this week's Video Tips.

05/04/2026

Happy Star Wars Day! As Yoda wisely said, progress doesn’t come from trying—it comes from doing.

White House Announces Drug Pricing Deal and Retirement Plan 05/01/2026

New policies target drug prices and retirement access. Here’s what the latest White House announcements mean for Americans.

White House Announces Drug Pricing Deal and Retirement Plan

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