Gen Z Income & Tax Mistakes to Avoid
From side hustles to creator income, Gen Z is earning in new ways—but missing key tax rules. Learn the most common mistakes and how to avoid them early.
Tax Planning
Foreign Earned Income Exclusion Rules for 2026
Learn how the 2026 Foreign Earned Income Exclusion works, including residency tests, housing exclusions, and key tax limitations.
Real Estate Professional Tax Benefits
The Real Estate Professional designation is coveted among property owners due to its potential to significantly reduce how passive activity losses are taxed.
New Tax Breaks Claimed—Did You Miss Out?
Millions claimed new OBBBA tax breaks, but some may have missed out. Learn what changed and whether you should amend your 2025 return.
Video Tips: Opportunity Zone Rules After 2026
Learn how OBBBA changes opportunity zone investments after 2026, including new deferral rules and the return of the 10% basis step-up.
Video Tips: How Crowdfunding Can Impact Your Taxes
Crowdfunding can be a great way to raise money, but it may have tax consequences. Learn what could be taxable and what to watch for.
PTET Strategy to Reduce SALT Tax Limits
Learn how the pass-through entity elective tax (PTET) may help bypass SALT limits and reduce federal taxable income for eligible business owners.
Video Tips: 2026 Changes to the Adoption Tax Credit
Learn about 2026 inflation-adjusted changes to the adoption tax credit, including updated limits for qualified adoption expenses.
Business Mileage Deduction 2026: Gas Prices Impact
Rising gas prices in 2026 may impact business mileage deductions. Learn when the actual expense method may provide better tax savings.
Tax Rules for Selling a Life Insurance Policy
Selling a life insurance policy may create taxable income. Learn how life settlements are taxed and what to expect before selling your policy.