George W. Navarro CPA, PC

09/10/2026

Life insurance is often tax-favored, but withdrawals, loans, policy sales, and certain benefits can create unexpected tax consequences. Learn the key rules that may affect your policy.

Learn how life insurance taxes can affect withdrawals, loans, policy sales, death benefits, MECs, and accelerated benefits.

09/10/2026

A living inheritance can help children when they need it most, but large gifts can create tax and estate-planning consequences. Here’s what to consider before transferring wealth.

A living inheritance can help your children now, but large gifts may have tax and estate-planning consequences. Learn what to consider before giving.

09/08/2026

A new rule may let eligible taxpayers use retirement funds to pay qualified long-term care insurance premiums without the 10% early-withdrawal penalty.

09/08/2026

If you rely on estimated tax payments, it’s important to make this installment on time to help avoid underpayment issues later in the year.

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.