Tax guidance and resources

Latest Articles

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  Donor-advised funds: A popular tax-advantaged way to give to charity

  Here’s how a donor-advised fund works and why it may be an attractive option for the wealthy.

  4 min read Oct 05, 2022
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  Capital gains tax on real estate and selling your home

  How to lessen the tax liability, so you can keep as much profit in your pocket as possible.

  6 min read Aug 25, 2022
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  How are mutual funds taxed?

  Mutual fund taxes can be complicated. Here’s what you need to know.

  3 min read Aug 04, 2022
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  Wash-sale rule: What to avoid when selling your investments for a tax loss

  Here’s what a wash sale is and how to easily avoid it while securing your tax write-off.

  5 min read Aug 02, 2022
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  Cryptocurrency taxes: A guide to tax rules for Bitcoin, Ethereum and more

  The IRS is stepping up enforcement on potential tax evasion by looking more closely at who’s exchanging cryptocurrencies.

  6 min read Jul 19, 2022
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  Is credit card interest tax-deductible?

  Interest paid on outstanding student loan debt, mortgage and home equity loan debt, business expenses, and interest on money borrowed to purchase investment property qualifies for a deduction.

  3 min read Jul 07, 2022
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  Missed the tax deadline? Here’s what you should do

  If you haven’t filed your taxes yet, don’t panic — but act fast.

  4 min read Apr 19, 2022
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  Standard deduction amount for 2021-2022: How much it is and when to take it

  Typically, taxpayers have two options: Take the itemized deductions or take the standard deduction.

  3 min read Apr 18, 2022
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  What happens if you don’t file taxes?

  Regardless of what may cause a person to miss the tax-filing deadline, there are potential consequences.

  5 min read Apr 18, 2022
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  How to file for a tax extension with the IRS

  Applying for more time to file your taxes is easy. Just don’t put off paying your tax bill.

  3 min read Apr 15, 2022
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  When are taxes due? Tax deadlines for 2022

  The fast-approaching deadline for filing your 2021 taxes is April 18, 2022.

  2 min read Apr 11, 2022
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  NFT tax guide: 6 top tips for non-fungible token creators and investors

  Here are six things that those involved in creating and trading NFTs need to know.

  5 min read Apr 11, 2022
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  2021-2022 tax brackets and federal income tax rates

  There are seven tax brackets for most ordinary income: 10%, 12%, 22%, 24%, 32%, 35% and 37%.

  4 min read Apr 07, 2022
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  What is the long-term capital gains tax?

  Certain windfalls are considered capital gains. Here’s how to determine what you’ll owe.

  9 min read Apr 07, 2022
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  7 top tax tips for investors

  Pay particular attention to these areas and you may find some new ways to save on what you owe.

  5 min read Apr 06, 2022
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  Child and dependent care tax credit: Who qualifies and how to get up to $8,000 in credits

  The credit was confusing even before Congress revamped it for 2021.

  7 min read Apr 01, 2022
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  Are personal loans taxable and considered income?

  In some cases, you should be prepared to pay taxes on your personal loan.

  2 min read Mar 30, 2022
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  Can a Roth IRA be used for college?

  Here’s how to use a Roth IRA to pay for your child’s college tuition.

  4 min read Mar 28, 2022
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  Earned income tax credit (EITC): What it is and who qualifies 

  This popular tax break can be one of the trickiest.

  5 min read Mar 24, 2022
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  What is the net investment income tax and who has to pay it?

  Here’s how this tax works and some strategies to minimize the potential hit.

  3 min read Mar 23, 2022