Goldenthal & Suss Consulting PC

G&S Monthly

Tax insights, advisory updates, and regulatory guidance for our clients and friends. Delivered the first of each month.

Current Issue

June 2026

Volume I  ·  Issue 9

Tax Strategy

Take Advantage of Expanded QSB Stock Tax Benefits

Investors often look to small, emerging companies for portfolio diversification and growth potential, but these investments can offer more. Recent legislation has significantly enhanced the tax advantages available under qualified small business stock rules.

Audit & Compliance

Reducing IRS Audit Risk for Small Businesses

When business owners think about risk, they often focus on market pressures or operational challenges. Five key audit triggers, including inconsistent income reporting, excessive deductions, and worker misclassification, demand proactive attention.

Employee Benefits

How an Educational Assistance Program Can Strengthen Your Benefits Package

Organizations can offer tax-advantaged educational benefits up to $5,250 annually per employee. Recent legislation has expanded eligibility to include student loan payments, making these programs a powerful retention tool.

Tax Tips

Get Ahead With a Midyear Tax Review

A midyear review should examine withholding, estimated payments, deductions, credits, and retirement contributions to reduce penalty risk and uncover savings before year-end.

IRS Pandemic Penalties Could Be Refundable

A court ruling found the IRS improperly assessed certain penalties between January 2020 and July 2023. Affected taxpayers may be eligible for refunds by filing a protective claim.

Employers Face New Limits on Meal Expense Deductions

Starting in 2026, employers cannot deduct certain on-site meal benefits that were previously allowed. This is a material change from prior-year rules and requires a plan review.

QuickBooks

Avoid Costly Categorization Mistakes in QuickBooks Online

Incorrectly categorizing transactions distorts financial reports, affects tax filings, and impairs business decision-making. A systematic review of your chart of accounts can prevent compounding errors.

Upcoming Tax Due Dates

June 16

2nd quarter 2026 estimated tax payments due

June 16

Calendar-year corporations: 2nd quarter estimated tax payment

July 15

Deadline for tax-exempt organizations (if extended)

Archive

Past Issues

May

2026

  • Turn a Real Estate Sale Into a Tax-Smart Strategy
  • Before You Shred: Know Which Tax Records to Keep
  • Plan Carefully to Minimize Taxes on Your Inheritance
  • How Hiring Your Child This Summer Can Reduce Taxes

April

2026

  • What to Know If You Receive an IRS Notice
  • The IRS Criteria for Distinguishing Hobbies From Businesses
  • Common Growth Mistakes Small Businesses Make
  • Are College Scholarships Really Tax-Free?

March

2026

  • What's New for Retirement Catch-Up Contributions in 2026
  • Businesses Regain Immediate Deduction for R&E Expenses
  • IRS Expands Digital Asset Reporting with New Form 1099-DA
  • Don't Let the AMT Catch You Off Guard

February

2026

  • Unlock Bigger Deductions on Rental Real Estate
  • Estate Planning for 2026 and Beyond
  • Taking Control with Self-Directed IRAs
  • 2026 Tax Law Changes for Businesses

January

2026

  • Can You Claim a Tax Deduction for Tips or Overtime Income?
  • Businesses: Act Soon for Clean Energy Tax Incentives
  • Make Smart Choices With a Sudden Windfall
  • 2026 Tax Law Changes for Individuals

December

2025

  • How Does the New Tax Deduction for Car Loan Interest Work?
  • NOL Deductions Can Ease the Pain of Business Losses
  • The Tax Implications of Remote Work
  • Simplify Expense Reporting With High-Low Travel Per Diem Rates

November

2025

  • Bonus Depreciation and Other Year-End Tax-Saving Tools
  • 5 Smart Tips for Individual Year-End Tax Planning
  • Throwing a Party for Your Workforce? Know the Tax Rules
  • Make Sure Every Donation Counts

October

2025

  • Year-End Tax Planning Strategies
  • Business Entity Selection and Tax Implications
  • Retirement Plan Contribution Deadlines
  • QuickBooks Year-End Checklist

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Tax law is always moving. Our monthly newsletter distills what matters for your business, investments, and financial planning. No jargon, no filler.

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