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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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Smolin February 2026 Newsletter 500 442 Noelle Merwin

Smolin February 2026 Newsletter

  View the February 2026 Smolin Newsletter (PDF) »  

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Letter of Instruction: The Missing Piece in Your Estate Plan 266 266 Noelle Merwin

Letter of Instruction: The Missing Piece in Your Estate Plan

Including a letter of instruction in your estate plan is a simple yet powerful way to communicate your personal wishes to your family and executor outside of formal legal documents. While not legally binding, the letter can serve as a road map to help those managing your estate carry out your wishes with fewer questions…

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Protect Your Estate and Your Family with Co‑Executors 266 266 Noelle Merwin

Protect Your Estate and Your Family with Co‑Executors

Choosing an executor is one of the most important decisions in the estate planning process. This person (or institution) will be responsible for carrying out your wishes, managing assets, paying debts and taxes, distributing property to beneficiaries and more. Your first instinct may be to name your spouse, adult child or other close family member…

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Tax News: Form 1040 refunds 266 266 Noelle Merwin

Tax News: Form 1040 refunds

IRS Refund Delays: What You Need to Know Missing direct deposit information could delay your tax refund by six weeks or more. The IRS has begun issuing CP53E notices to taxpayers who requested refunds but did not include bank account information for direct deposit on their 2025 Form 1040. When bank information is missing from…

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A Tax Decision Every Married Couple Should Revisit for 2025 266 266 Noelle Merwin

A Tax Decision Every Married Couple Should Revisit for 2025

Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain tax breaks, tax bracket and, ultimately, your tax liability. Which filing status is better for you depends on your specific situation. Minimizing tax In general,…

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