Morningstar
Five ways to avoid tax penalties in 2026
As a certified public accountant, the most common question I hear in the spring is, “How much do I actually have to pay the IRS right now?” In a perfect world, the IRS wants 90% of your total tax liability paid “ratably” (equally) throughout the year. The problem? Most successful people don’t have perfectly predictable […]
Six tax tips you should start thinking about now
Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year. Don’t assume the answer is the same as last year Taxpayers often default to “same as last year” thinking. But tax outcomes depend on variables that shift constantly, like income, markets, tax laws, interest rates, […]