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A Quick Guide to the New Digital Asset Tax Reporting Requirements
There are new upcoming digital asset tax regulations in 2025 that all investors dealing in things like bitcoin or Doge should be aware of. In December 2024, the US Treasury announced that brokers (specifically decentralized finance or DeFi brokers) will be responsible...
Which Tax Cuts are Due to Expire After 2025?
The Tax Cuts and Jobs Act (TCJA) of 2017 aimed to stimulate economic growth. Key provisions from the TCJA are set to expire on December 31, 2025 that will impact individuals. These provisions include capped deductions for state and local taxes (SALT) at $10,000,...
Severance & Early Retirement Payout Options
Early retirement buyout packages can include severance payments, medical support, bridge payments, or continued salaries. If you’re asking yourself, “Should I take a severance retirement package?”, it’s important to consider factors like your age, retirement savings,...
Hurricane Helene Extension, Retirement, and Disaster Relief
If you have been affected by Hurricane Helene, Hurricane Milton, or another recent federally declared major disaster, you may be relieved to hear that over the past few years, it has become easier to access your work-based retirement plan and IRA money. Following is a...
Charities vs. Sponsorships: What’s Your Tax Plan for Giving?
When it comes to supporting a cause, understanding the difference between "sponsorships vs. charitable contributions" is essential, especially when considering the tax implications. While both sponsorships and donations can provide valuable support to organizations,...
Inherited IRA Rules: What Beneficiaries Need to Know
When inheriting an IRA, understanding the basics of inherited IRA rules is crucial for managing your tax liabilities and ensuring compliance with IRS regulations. The transfer of assets from the original owner to the beneficiary can be complex. We’ve summarized the...