Navigating the ISO and AMT Tax Trap
For employees at fast-growing startups and tech companies, Incentive Stock Options (ISOs) are often the golden ticket to building significant […]
Combining the Section 121 Exclusion and a 1031 Exchange
When selling real estate, investors love the 1031 Exchange for its ability to defer capital gains taxes on investment properties.
1031 Exchange: Fourplex
When an owner lives in one unit of a fourplex and rents out the other three, the property is considered
Understanding the 1031 Exchange: Tax Deferral in Real Estate
A 1031 exchange allows a Real Estate Investor to defer paying capital gains taxes on the sale of an investment
The New “Trump Accounts” for Newborns: A $1,000 Head Start
Passed under the One Big Beautiful Bill Act (OBBBA), the federal government has launched a new type of minor-focused savings
How To File Taxes: No Tax On Overtime
Only the “Premium” Portion Qualifies Example: If your regular wage is $20/hour, your overtime rate is $30/hour. Under this law,
Seniors get additional 6k deduction
Under the One Big Beautiful Bill Act (OBBBA), taxpayers aged 65 and older can claim a temporary Enhanced Senior Deduction
2025 Standard Mileage Rates
How much per mile? For expenses paid or incurred on or after January 1, 2025, the IRS optional standard mileage
The $40k SALT Deduction
What It Means For Your 2025 Tax Returns The SALT cap is raised from 10,000 dollars to roughly 40,000 dollars
2026 Standard Deduction
The standard deduction for 2026 increases slightly from 2025 and continues to lower taxable income for most U.S. taxpayers, with