Shelton Financial Management LLC

10/12/2026

Thinking about selling your business someday? The biggest value boost may start with your books—not your buyer pitch. Clean, well-documented financials can strengthen confidence, financing, and deal terms long before you go to market. Read now to see why early prep matters.

Planning to sell your business someday? Clean, credible financials can support buyer confidence, financing, and a smoother sale.

10/12/2026

Life changes fast—are your beneficiaries still aligned with your wishes? A quick review of your will, savings accounts, and insurance policies can help keep your estate plan on track and protect what matters most. Find out why this simple step can make a big difference. Read now.

A periodic review of your designated beneficiaries ensures your estate planning objectives stay aligned with your personal, family, and financial changes.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/09/2026

QuickBooks is getting a major AI upgrade—and you may soon be able to ask questions, create invoices, and check cash flow without even opening the software. But there’s a catch: AI is only as good as the books behind it. Read now to see what this means for small businesses.

QuickBooks is integrating with Meta's Muse for Small Business. Learn how conversational AI changes how you access financial data and why accurate books still matter.

10/09/2026

Big news for education-minded taxpayers: a new federal scholarship tax credit could help support K–12 students while reducing your tax bill. But there’s a catch—state participation, credit limits, and deduction rules all matter. Curious how it works? Read now to see what’s changing in 2027.

Learn how the upcoming Section 25F credit starting in 2027 provides a federal tax credit of up to $1,700 for contributions to K-12 scholarship organizations.

10/08/2026

Think your tax return was filed just because you prepared and signed it? The IRS may disagree—and a missing acknowledgment or proof of mailing can change everything. Learn the key steps to take if you get a surprise notice years later. Read now.

Got an IRS missing tax return notice? Discover how to prove delivery, decode notice numbers like CP59, and protect your refund or resolve tax disputes.

10/07/2026

Think your old tax return is safe after 3 years? Not always. A recent court ruling shows that if fraud is involved—even by a preparer—the IRS may have unlimited time to assess taxes. Learn what this means for taxpayers and how to protect yourself. Read now.

Understand the Supreme Court ruling in Murrin v. Commissioner allowing the IRS to audit fraudulent tax returns indefinitely, even with preparer fraud.

10/06/2026

Think cash payments are simple? Not always. If your business receives more than $10,000 in cash, Form 8300 could be required — and even some smaller payments may count in certain cases. Avoid costly mistakes and stay compliant. Read now to see what counts and when to file.

Understand Form 8300 filing rules, deadlines, and requirements when your business receives cash payments exceeding $10,000.

10/05/2026

Accepting cash in your business? A large payment can trigger important IRS reporting rules you may not expect. Learn how Form 8300 works, why it matters, and how to stay compliant while protecting your business. Read now to see what counts as reportable cash.

Learn why the IRS and FinCEN require businesses to file Form 8300 for large cash transactions and how it helps monitor financial activity.

10/05/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.