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Taxes
How to Donate to Charity With Money From Your IRA
The IRS allows, and even encourages, charitable donations from tax-advantaged retirement accounts such as an…
Form 8396: How to Claim Mortgage Interest Credit
Form 8396 is used to claim the mortgage interest credit. This is a nonrefundable federal…
Standard Deduction for Singles: Strategy and Examples
Filing taxes can feel overwhelming, but one of the most important decisions you’ll make is…
Judge Dismisses Case Against Employee Retention Credit Provider, Finding No Harm
At the peak of the pandemic, Congress established the Employee Retention Credit (ERC), a program…
Tax Credits for Students: Tips and Strategies
Paying for college can feel overwhelming, but smart tax planning can make a real difference.…
Could Capital Gains Changes Finally Ease the Housing Shortage?
If there’s one thing everyone agrees on, it’s that housing is unaffordable. Case in point:…
Taxable Income vs. AGI: Key Differences and Examples
While taxable income and adjusted gross income (AGI) might sound similar, they refer to different…
Capital Gains Exemption for Primary Residence: Tax Rules
Selling your home can have tax consequences if its value has gone up. The IRS…
As Kids Go Back To School, Get Educated On Scams That Target Students
This month, many students—including my own kids—are heading back to school. Most of them have…
Sky-High 14.4% California Taxes Often Trigger Out-Of-State Moves
California has wildfires, high crime rates and plenty of government regulations. All prompt complaints from…
Treasury Looks To Public For Input On New Stablecoins Reporting Law
The U.S. Department of the Treasury wants to hear from you. The commenting period has…
Tax-Free Qualified Small Business Stock Break Jumps From $10M To $15M
The ink on the One Big Beautiful Bill is dry, and some of the targeted…
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