Wash Sale Rules: Pitfalls and Planning Strategies
Selling at a loss and buying back too soon can trigger wash sale rules. Learn common pitfalls, crypto treatment, and strategies to avoid costly mistakes.
Tax Planning
It’s Tax Time: Beware of Tax Scams
Tax season is prime time for scams. Learn how to spot phishing and smishing, protect seniors, and avoid identity theft during tax filing season.
Video Tips: Prepping for Trump Accounts (OBBBA)
Learn how Trump Accounts under the One Big Beautiful Bill Act create new tax-advantaged savings options for children under 18.
Olympic Medals, Prize Money, and Taxes Explained
Are Olympic medals taxed? Learn how U.S. tax law treats Olympic prize money, medals, endorsements, and state taxes ahead of the 2026 Winter Games.
Using a Ghost Tax Preparer? Know the Risks
Learn how to spot ghost tax preparers, avoid refund scams, understand PTIN rules, and protect yourself from penalties when filing your 2025 return.
Tax Guide for Student-Athletes: NIL, Scholarships & More
Learn about tax rules for student-athletes, including NIL income, scholarships, deductions, and tax credits to stay compliant and maximize benefits.
Tax Time Tips to Prepare for Your Tax Appointment
Learn how preparing your tax records ahead of time can save money, uncover deductions, and give you more time to plan for the future.
2025 Tax Overhaul Explained: Key Changes and New Deductions
Major tax law changes take effect in 2025. Learn how new deductions, credits, expensing rules, and retirement updates may impact individuals and businesses.
Trump Accounts: New Savings Option for Children
Learn how Trump Accounts work, who qualifies, contribution limits, the $1,000 government seed, tax treatment, and distribution rules.
Dodge the Tax Torpedoes with Smart MAGI Planning
Learn how MAGI triggers tax torpedoes like Social Security taxation, Medicare IRMAA, SALT limits, NIIT and AMT, plus strategies to reduce unexpected tax issues.