
Quarterly estimated taxes are a mandatory pay‑as‑you‑earn requirement that many small‑business owners mishandle, leading to either penalties or unnecessary cash outflows. The podcast explains how relying on last year’s income, ignoring safe‑harbor thresholds, and poor bookkeeping cause over‑ or under‑payment. It outlines a step‑by‑step method: quarterly profit analysis, forward‑looking projections, and intentional payment adjustments. By mastering these tactics, owners can keep more capital in the business while staying compliant with IRS deadlines.

PwC International Tax Services leaders Doug McHoney and Laura Valestin dissect the latest Section 987 updates introduced by Notice 2026‑17. The new rules replace the legacy framework with a simplified equity‑and‑basis‑pool method for calculating foreign currency gains and losses in...

Aprio’s interview with Michael Cataldo delves into California’s tax litigation hot spots, emphasizing the split between business and non‑business income and the contentious throw‑out rule. He illustrates how large transactions can skew the state’s single‑sales‑factor apportionment, prompting taxpayers to consider...

In a recent Small Business Tax Savings Podcast episode, tax attorney Ed Lyon demystifies tax‑risk, explaining why legitimate tax planning rarely leads to jail while fraud does. He highlights that the tax code incentivizes certain behaviors, but poor implementation can...