Tax Loss Harvesting Strategies Most Investors Never Use
Direct indexing harvested $8.8 billion in losses in 2025 alone — yet most investors skip these tax loss harvesting strategies entirely. Here's what you're leaving on the table.
Work Travel Expenses – What’s Deductible and What Isn’t
Many people travel frequently as part of their profession, job or business. Internal Revenue Service codes allow these taxpayers to deduct travel expenses that are the “ordinary and necessary” costs...
US Treasury Working with Other Nations to Catch Tax Evaders
People hear about those who have money and their ways of hiding it. Using an offshore account to avoid taxes is one of the ways that many tax evaders...
Is Chicago The Next Domino To Fall?
Uh-oh. The only thing propping up Chicago may be that which is alluded to in their nickname: wind.
Another Debt Ceiling Debate?
Congress seems set for another debt ceiling debate in the fall. What does it mean for you?
Tax Reform Hold Ups – Does It Matter?
Congress is gridlocked on tax reform. How does it affect you? Tax reform promises to create jobs and reduce the tax burden on the average American.
The Marketplace Fairness Act
The Marketplace Fairness Act looks set to pass, which will impact the vast majority of American’s bottom line.
States With the Best and Worst Income Tax
Knowing which states have the highest and lowest income tax could save you thousands of dollars a year.
Assumptions About the IRS
Taxes have been in the news lately with the IRS scandals. I do not think the IRS generally deserves its bad-ass reputation.
Latest Sign of Decline: G-8 Summit Talks Tax-Dodging
The countries of the G-8 summit took out a chunk of time to see how they can collude with each other to squeeze more taxes out of corporations.
HRA-Another Set of Annoying Health Care Initials
It seem as if the health care industry is becoming like the defense industry with acronyms and initials identifying products and programs.
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Traditional IRA vs Roth IRA: Which One Saves You More in Taxes?
Your marginal tax rate—now vs. retirement—determines which IRA wins. The 2025–2026 limit is $7,000 ($8,100 if 50+). Here's how to choose the right account.
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How a First-Time Homeowner Used the Mortgage Interest Deduction to Cut Their Tax Bill
A $400K home at 6.75% generated $26,500 in deductible interest—more than the 2025 standard deduction alone. Here's whether the math actually works in your favor.
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5 Mistakes Freelancers Make When Filing Quarterly Estimated Taxes
Miss one of these five quarterly estimated tax mistakes and the IRS penalty hits even if you pay in full by April 15. Here's what to fix before your next due date.
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Self-Employed Taxes for Beginners: What You Need to Know Before Filing
That 15.3% self-employment tax catches most first-year filers off guard. Here's what a self employed taxes beginner must know before the IRS bill arrives.
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2025 Refund: Free IRS Tax Help and One Credit Families Overlook
Maximize your 2025 tax refund with free IRS help. Get the checklist to claim the EITC, organize your documents early, and avoid missing out!
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Tax Season Is Closer Than You Think
2025 is over and tax season has already begun. Learn how preparing now can save you money, reduce stress, and help you avoid April surprises.
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