Your Profit Doubled. What Should Change in Your Tax Plan?
A practical meeting agenda for owners whose current year no longer resembles the return used to set their payments.
BETTER DECISIONS THROUGHOUT THE BUSINESS YEAR
Plan while the year is still yours.
An operating-year publication for profitable business owners: projections, payments, records, purchases, and decisions to resolve before filing season.
THE DECISION SERIES / 2026
Turn a tax projection into a calendar of decisions and responsibilities.
PPJ / FIELD NOTESBY AE TAX ADVISORS
Start with the decision.
Browse all 69 guides →What Your Accountant Needs for a Useful Midyear Projection
Build a compact packet that connects closed books, owner facts, assumptions, and completed payments.
Estimated Payments When Your Business Has a Seasonal Profit Pattern
How to prepare the records for an uneven-income payment analysis without treating quarters as interchangeable.
Why a Flat Percentage Tax Reserve Can Fail a Growing Business
Use a reserve percentage as a cash-management tool, then reconcile it with a real tax projection.
Buying Equipment to Reduce Taxes: Calculate the Cash Cost First
Evaluate the business return, deduction timing, financing, and exit consequences before approving a year-end purchase.
Ordered in December, Installed in January: Which Year Gets the Deduction?
A readiness checklist for assets whose purchase date and operating date straddle year-end.
A WORKING RESOURCE
Quarterly planning agenda
Create a local, printable planning agenda from the issues your business needs to address. No information is sent to AE or stored on a server.
Open the worksheet →A practical publication.
A clear publisher.
The Profit Planning Journal is published by AE Tax Advisors. Quarterly planning, projections, estimated payments, cash commitments, accounting records, and implementation calendars. Our guides explain the question, the tradeoffs, and the records needed for a useful professional conversation.
Read on the page, inspect the original sources, and bring the questions to your own advisors. About this publication →