Taxes

Headstart Taxpayers: Grab Your IP PIN Now Before System Maintenance

By Isabella Chang
Get the essential IRS Identity Protection pin number ready before it goes offline for planned upgrades till January 2025. Beat next year's tax hassle with an IP PIN.
Untangling the Tax Document Maze: What to Keep and Why

Untangling the Tax Document Maze: What to Keep and Why

By Isabella Chang
Planning your tax document storage? Here’s the lowdown on which forms to keep, and why it could save you money and headaches in the future.
Hidden Secrets of Property Taxes Unveiled

Hidden Secrets of Property Taxes Unveiled

By Isabella Chang
Discover the mechanics of property taxes, how they are calculated and learn about the key role taxes play in supporting your local community.
All You Need To Know About Completing Form W-9

All You Need To Know About Completing Form W-9

By Isabella Chang
This article provides a step-by-step guide on how to complete the W-9 form, crucial for US freelancers or independent contractors in ensuring accurate tax returns.
Unlocking the Mystery of Per Diem Business Travel Rates

Unlocking the Mystery of Per Diem Business Travel Rates

By Isabella Chang
A primer on understanding, utilizing, and optimizing per diem rates for business travelers, and how to navigate the tax implications.
The Hard Truth About Alternative Minimum Tax for High Earners

The Hard Truth About Alternative Minimum Tax for High Earners

By Patricia Anderson
Looking into how the Alternative Minimum Tax could affect your financial year, and strategies to reduce your potential liability.
Turn Tax Season Hassle into Easy-Peasy with IRS.gov Resources

Turn Tax Season Hassle into Easy-Peasy with IRS.gov Resources

By James Wilson
Your ultimate guide to navigate and exploit the rich resources and tools of the IRS.gov website for a stress-free tax filing experience.
Dodge the Capital Gains Tax Bullet: Unraveling Home Sale Tax Ramifications

Dodge the Capital Gains Tax Bullet: Unraveling Home Sale Tax Ramifications

By James Wilson
Get to the crux of how updated tax laws touch your capital gains when selling your home.
Redefining Wealth Management: Avantax's Distinctive Approach

Redefining Wealth Management: Avantax's Distinctive Approach

By Lily Hackett
Avantax Wealth Management's unique focus on the tax implications of financial decisions positions it as a standout in the wealth management field.
Demystifying the Essential Role of Cost Basis in Investment Tracking

Demystifying the Essential Role of Cost Basis in Investment Tracking

By Hugo Mercer
Untangling the complexities of the cost basis in investment monitoring for more profitable decisions, enhanced tax reporting, and sound long-term strategies.
Unmasking the Intricate Web of US State Sales Tax System

Unmasking the Intricate Web of US State Sales Tax System

By Emma Nguyen
Decoding the complex, untangled network of state-imposed sales taxes across America and understanding how it impacts your wallet.
Ready for a Paycheck Makeover? How Changing Up Your Tax Withholding Could Put More Cash in Your Pocket!

Ready for a Paycheck Makeover? How Changing Up Your Tax Withholding Could Put More Cash in Your Pocket!

By Mia Taylor
Discover how making adjustments to your tax withholding can potentially offer financial benefits, from optimising your household budget to maximising investment opportunities.
The Do’s and Don’ts of Employee Stock Options

The Do’s and Don’ts of Employee Stock Options

By Mia Taylor
Stock options are a coveted employee benefit modeling a personal investment strategy in a company, involving complex tax rules necessitating a tax advisor's guidance.