Jeffrey J Quatrone EA

09/04/2026

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

09/03/2026

Business expenses can reduce taxable income, but many learn too late that a deduction is only as good as the records behind it.

Protect your business deductions. See what the IRS requires for travel, meals, and vehicle mileage logs—and how to avoid 20% accuracy penalties.

09/01/2026

An executor of a decedent’s estate must administer the estate and distribute assets in the statutory order of priority; failure to follow those legal requirements can expose the executor to personal liability.

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

08/31/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

08/28/2026

New York City has begun notifying property owners who may be subject to its new pied-à-terre tax. Learn who may be affected and more.

08/27/2026

Here are the September 2026 Business Due Dates

Review September 2026 business tax deadlines for S corporations, partnerships, corporations, employers, estates, and trusts.

08/27/2026

The third 2026 estimated tax payment is due September 15. Learn who should pay, safe harbor rules, penalties, and how to avoid a surprise tax bill.

08/26/2026

Here are the September 2026 Individual Due Dates

Review key September 2026 individual tax deadlines, including tip reporting and the third estimated tax payment, plus important safe harbor rules.

08/26/2026

Your final decade before retirement can have the biggest impact on your financial future. Learn the key planning opportunities at ages 50, 55, and 60—and why proactive tax planning matters.

Your final decade before retirement is critical. Learn key planning opportunities at ages 50, 55, and 60 and how tax planning can help.

08/25/2026

Donating long term appreciated stock (publicly traded shares held more than one year) to a qualified charity is a high impact way for donors to support causes while obtaining favorable tax treatment.

Learn how donating long-term appreciated stock can provide a charitable deduction, avoid capital gains tax, and create a more tax-efficient gift.