One place for the things you actually use: the IRS calendar, a plain-English glossary, official links, and more. Free, no sign-up.
Key Dates
The dates that matter, for individuals and businesses. Filter to what applies to you.
Dates for calendar-year taxpayers. If a date falls on a weekend or holiday, it moves to the next business day. Always confirm at IRS.gov.
Plain English
The terms that show up on your taxes, explained without the jargon.
Download & Keep
Practical documents you can save and come back to. More on the way.
LLC vs S-Corp vs C-Corp — how they compare on taxes, liability, and raising capital.
Download PDF ↓Entity, EIN, accounts, bookkeeping, and compliance — everything for day one in one list.
Download PDF ↓Trusts, exemptions, liquidity, and transfer — the basics every family should know.
Download PDF ↓1031 exchanges, depreciation, and structures for investors and developers.
Download PDF ↓How to defer far more than a SEP-IRA or Solo 401(k) allows, with advanced plans.
Download PDF ↓The terms on your taxes, explained without the jargon. Available above.
View glossary →Interactive planner
See how much you could contribute — and deduct — with a Cash Balance plan, based on your age and income, using 2026 IRS limits.
Enter your details to calculate your target maximum contribution.
Plan year 2026Can be paired with a 401(k) for even more savings.
Adjust the investment mix to see how your plan could grow by retirement (age 65).
Estimate for informational purposes, not tax or actuarial advice. Figures use the 2026 actuarial table (5.5% interest) and 2026 IRS limits (max benefit $290,000; compensation $360,000); these are first-year amounts and the exact contribution must be calculated and certified by an actuary. Results vary by plan design, employees, and investment performance.
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