Wastvedt & Company

09/04/2026

Caring for kids and aging parents while protecting your own future can feel overwhelming—but it doesn’t have to. Discover why becoming the “family CFO” requires more than budgeting, and how smart planning can help you support loved ones without sacrificing your retirement. Read now.

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

Think your business expense deduction is safe if it was “really” for work? A recent Tax Court case says otherwise—without the right records, travel, meals, and mileage deductions can disappear fast. Learn what the IRS expects and how to protect your write-offs. Read now.

A recent Tax Court case highlights why self-employed individuals must maintain strict, contemporaneous records for travel, vehicle, and business expenses.

09/02/2026

Should you pay off debt or invest first? The answer isn’t one-size-fits-all—especially in today’s higher-rate environment. From credit cards to mortgages, the smartest move depends on your cash flow, tax situation, and goals. Find out how to prioritize your money with confidence. Read now.

Explore how rising interest rates change the math between paying off debt and investing, and learn how to build a balanced financial strategy.

09/01/2026

Serving as an executor? You could be personally liable for unpaid estate or final taxes if you miss a critical step. Protect yourself by understanding the key IRS forms and filing deadlines that can help safeguard your assets. Read now to find out what executors need to know.

Discover when an estate executor faces personal liability for a decedent's tax debt and how to protect your assets with key IRS filings.

08/31/2026

Planning ahead protects more than just your business—it protects your legacy. Succession planning helps ensure a smooth transition, keeps operations moving, and reduces stress when leadership changes happen. Discover why preparing now can make all the difference. Read more today.

Discover how succession planning ensures smooth leadership transitions, protects business continuity, and secures your legacy. Contact a professional today.

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

Got a NYC pied-à-terre or secondary home? The city is now mailing notices that could affect high-value non-primary residences—but a letter doesn’t automatically mean you owe the tax. Learn what it could mean for your property and the steps to take next. Read now.

New York City has begun mailing notices for its new pied-à-terre tax. Learn how this luxury real estate tax affects second homes and what action you should take.

08/27/2026

Quarterly tax deadline coming up! If you earn income without enough withholding, the September 15 estimated tax payment could help you avoid surprise penalties later. Learn who needs to pay, how safe harbor rules work, and why paying online is the easiest option. Check it out!

Learn if you need to make a third-quarter estimated tax payment by September 15, 2026, and how to avoid the 7% underpayment penalty.

08/26/2026

Your retirement’s final 10 years can make the biggest difference in your long-term taxes and income. From catch-up contributions to Roth conversions and Social Security timing, small moves now can mean more flexibility later. Find out what to focus on before you retire. Read now.

Maximize your retirement countdown. Discover key tax strategies, catch-up contributions, and distribution planning at ages 50, 55, and 60.

08/25/2026

Did you know donating appreciated stock directly to charity can help you give more and potentially avoid capital gains tax? It’s a smart way to maximize your impact and your tax benefits at the same time. Read now to see how this strategy works and when it may make the biggest difference.

Maximize your charitable giving. Discover how in-kind stock donations can reduce capital gains taxes and increase your deduction.