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Self-employed? Don’t overlook a Roth IRA 266 266 Noelle Merwin

Self-employed? Don’t overlook a Roth IRA

Some small business owners overlook Roth IRAs because they assume their income is too high for them to qualify to make Roth contributions. Others may think their current tax rate is higher than it will be in retirement, making current tax deductions more valuable than future tax-free distributions. However, if you don’t at least consider…

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Beyond the Balance Sheet: Tracing True Value in Shareholder and Partnership Battles 266 266 Noelle Merwin

Beyond the Balance Sheet: Tracing True Value in Shareholder and Partnership Battles

Welcome back to Follow the Money. In the last article, we dug into how inflated assets and hidden liabilities can distort a company’s financial picture. This month, we’re shifting to a problem that shows up just as frequently in shareholder and partnership disputes but is often much harder to see at first glance: the value…

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CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing 266 266 Noelle Merwin

CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing

U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA). CAPE represents CBP’s initial attempt…

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Tax News: Amending Personal Income Tax Returns 266 266 Noelle Merwin

Tax News: Amending Personal Income Tax Returns

It is estimated that five million amended income tax returns are filed with the IRS annually. There are various circumstances why an amended Federal income tax return is filed by an individual taxpayer including: •    To correct an error discovered after filing •    Receipt of a corrected 1099 form, often from brokerage firms •    Receipt of a third-party…

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Balancing Costs, Customers, and Competition in Pricing Decisions 266 266 Noelle Merwin

Balancing Costs, Customers, and Competition in Pricing Decisions

Rising labor, materials and operating expenses continue to pressure margins across industries. To relieve that pressure, you might consider a price increase. The prices of your products and services should evolve with your business and market conditions while reflecting customer demand. Adjusting prices can protect profitability, but poorly timed or overly aggressive increases can erode…

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Debt vs. Equity: Why the Way Shareholders Fund a C Corporation Matters for Taxes 266 266 Noelle Merwin

Debt vs. Equity: Why the Way Shareholders Fund a C Corporation Matters for Taxes

If you operate your business as a C corporation, how you put money into your company — and how you take it back out — can have a major impact on your tax bill. Payments from shareholders to fund the business can either be classified as capital contributions (equity) or shareholder loans (debt). That might…

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Smolin March 2026 Newsletter 794 788 Noelle Merwin

Smolin March 2026 Newsletter

  View the March 2026 Newsletter for tax and industry insights.

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What to Know When it Comes to Filing Extensions 266 266 Noelle Merwin

What to Know When it Comes to Filing Extensions

Many taxpayers file extension requests that typically extend the deadline for filing their income tax returns by six months, from April 15th to October 15th for personal income taxes. One does not need to have a reason to file extension requests. The extension request pertains to the filing of the tax return as opposed to…

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Clean Energy Investments Could Still Pay off at tax time 266 266 Noelle Merwin

Clean Energy Investments Could Still Pay off at tax time

Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. You may qualify for a 2025 tax credit if you bought an electric vehicle or made eligible green home improvements last year. Remember, tax credits reduce your tax liability dollar-for-dollar (unlike deductions, which reduce the amount of…

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When Numbers Lie: Detecting Overstated Assets and Underreported Liabilities 266 266 Noelle Merwin

When Numbers Lie: Detecting Overstated Assets and Underreported Liabilities

Welcome back to Follow the Money. In the first article, we looked at how hidden transactions can shift the entire direction of a case. This month, we’re turning to something that tends to be quieter, harder to spot, and often more damaging in the long run: companies inflating what they own and downplaying what they…

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April 15 Isn’t Just Tax Day: Key Deadlines You Need to Know 266 266 Noelle Merwin

April 15 Isn’t Just Tax Day: Key Deadlines You Need to Know

You know your 2025 federal income tax return is due April 15, 2026. But do you know what else has an April 15 deadline? If you don’t, you could miss out on valuable tax-saving opportunities or become subject to interest and even penalties. Making 2025 contributions to an IRA It may be 2026, but you can still…

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Paying Interest? Here Are 4 Types You May Be Able to Deduct 266 266 Noelle Merwin

Paying Interest? Here Are 4 Types You May Be Able to Deduct

Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of which is a new break under the One Big Beautiful Bill Act (OBBBA), which was signed into law in 2025. 1. Mortgage interest Perhaps the most well-known interest expense deduction, home mortgage interest may be…

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