Tax‑Loss Harvesting After OBBBA: What Changed (And What Didn’t) for 2026?
The One Big Beautiful Bill Act fundamentally altered certain parts of the tax code while keeping the status quo on others.
09-3-2026
Latest
Grandparents and Trump Accounts: The Gift Tax Question the IRS Just Answered
Can grandparents contribute to a Trump Account without filing a gift tax return?
07-27-2026
What Triggers a Tax Audit?
Fewer IRS audits don't mean taxpayers can afford to let their guard down.
07-14-2026
The Widow’s Penalty Nobody Plans For
Losing a spouse can also mean facing a higher tax bill, even with less income.
07-13-2026
How to Lend Your Child Money for a Home Purchase Without Creating a Tax Problem
What are the IRS rules for a family loan toward a home purchase down payment?
07-7-2026
How to Fill up Lower Tax Brackets Strategically
Managing your income around federal tax brackets can help you pay lower taxes in the long run.
07-1-2026
Tax Breaks for Caregivers
Tax breaks for caring for an elderly parent may include dependency credits, medical deductions, and caregiver tax benefits.
07-1-2026
The Downsizing Audit: Home Sale Capital Gains Exclusion
How do I avoid capital gains tax when selling my home to fund retirement?
06-30-2026
Five Ways to Avoid Tax Penalties in 2026
Smart tax planning can help you avoid IRS penalties even when your income fluctuates.
06-19-2026
Five Tax Moves to Make Before December 31 That Most People Miss
Don't wait until tax season: Five moves to make before year-end that could cut your tax bill.
06-9-2026
Tax Benefits of Donating Appreciated Stock
New tax rules make it more important than ever to understand the benefits and limitations of donating appreciated stock.
06-8-2026
Hidden Tax Breaks for Retirees
Several overlooked tax breaks can help seniors keep more of their retirement income.
06-5-2026
7 Tax Deductions Freelancers Consistently Miss—Worth up to $12,000 a Year
Self-employed workers often overpay taxes because they fail to claim key deductions.
05-28-2026
Generating Tax-Free Income in Retirement
Smart tax strategies can help retirees keep more of their hard-earned savings.
05-27-2026
Defending Yourself From the ‘Tax Torpedo’
Higher retirement income can trigger hidden taxes on Social Security and Medicare.
05-21-2026
Six Tax Tips You Should Start Thinking About Now
Tax planning doesn’t end in April, and the right questions year-round can help you keep more of your money.
05-21-2026
Charitable Giving: How to Manage Donations With New Tax Laws
Charitable giving rules are changing in 2026, including new deduction limits for high earners and itemizers.
05-12-2026
What to Know About Home Sale Gains
Home sale profits may be tax free if you meet key ownership and residency rules.
05-6-2026
Donor-Advised Fund or a Private Foundation: Which Is Right for You?
From tax benefits to control, here’s what separates donor-advised funds from private foundations.
04-28-2026
What High Earners Need to Know About RSU Taxes
Restricted stock units can build significant wealth—but without careful tax planning and diversification, they can create costly surprises.
04-27-2026
How to Deal With the Widow’s Tax Penalty
Losing a spouse can trigger a hidden financial hit through higher taxes and reduced income.
04-24-2026
Mamdani, Hochul Aim to Tax Luxury Second Homes in NYC: What to Know
Officials hope the tax will help close New York's $5.4 billion budge deficit. Opponents say it would hurt home values and eliminate construction jobs.
04-23-2026
Profit Pitfalls: 7 Ways the IRS Punishes Successful Founders
As your business grows, unmanaged taxes can quietly become your biggest financial risk.
04-21-2026