Watch out for the growing reach of the additional 3.8% tax on investment income
October 27, 2026
If the 3.8% net investment income tax could be on your horizon, there are ways to reduce its impact.
What are the tax implications of cryptocurrency transactions?
October 14, 2026
Got crypto? Small business owners should beware of tax surprises when dealing with cryptocurrencies.
Restricted stock deserves attention before year end
October 13, 2026
Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later.
A closer look at shareholder advances
September 29, 2026
If you need to advance money to your business to pursue growth opportunities or cover cash flow needs, how should the transaction be reported on your financial statements? These factors can help determine the appropriate treatment.
Tax mitigation strategies when rebalancing your investment portfolio
May 27, 2026
Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
Turning stock downturns into tax advantages
March 19, 2025
If you invest in the stock market, you’ve probably owned some losing shares. Here are the rules for claiming losses on your tax return for depreciated or worthless stock.
