• DOES AGE 73 in 2026 REQUIRE RMD?

    You must start RMD at age 73 in 2026…. But you can elect to delay the 2026 into 2027… so you would have 2 rmd payouts in 2027…. Generally not a good idea if it puts you in a higher marginal bracket. ·  First Deadline: You can take your first RMD during the year you turn 73…


  • IS IRS NOT MAILING YOU A REFUND CHECK?

    Executive Order 14247 MANDATES transition to electronic payment for tax refunds. That order also includes ALL federal disbursements except circumstances outlined in www.IRS.gov/ModernPayments […]Read More… from IS IRS NOT MAILING YOU A REFUND CHECK?


  • OCDs & RMDs

    Qualified Charitable Donations count toward Required Minimum Distributions […]Read More… from OCDs & RMDs


  • LATE FILING Florida Annual Reports

    You will receive an email from Florida Division of Corporations in January to pay the Annual Fee by May 1st. If you are late in making this payment below are the late filing penalties. […]Read More… from LATE FILING Florida Annual Reports


  • Sales Tax Repeal effective Oct 1st, 2025 INCLUDES DISCRETIONARY SURTAX

    […]Read More… from Sales Tax Repeal effective Oct 1st, 2025 INCLUDES DISCRETIONARY SURTAX