“What Relatives CauseYou Tax Danger?” To get my complete article with all the details… You might think you know exactly how much of a business you own. The IRS may see it very differently. Thanks to Section 318, family ties, entities, or even options can quietly turn a small ownership stake into a controlling one—changing how income is taxed, whether losses are … [Read more...]
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Crypto Investors: Expect a New Tax Form This Year
“Form 1099-DA Is Here—How ItWill Impact Your Crypto Taxes” To get my complete article with all the details… If you own crypto, the IRS is about to learn a whole lot more about your transactions. Starting this tax year, exchanges must report your digital asset sales on the brand-new Form 1099-DA—and next year, they’ll even report your cost basis. That means fewer … [Read more...]
When a Deal Falls Apart—Your Costs Might Still Pay Off
“Start-up and Acquisition Costsafter a Deal Falls Apart” To get my complete article with all the details… When a deal falls apart, it’s not just the disappointment—you’re often left staring at a stack of invoices for lawyers, accountants, and research. And it feels like money you’ll never get back. But the tax code has a few twists. Depending on what you were trying … [Read more...]
Don’t Let 2025’s Crypto Profits Become a Tax Problem
“Crypto Made You Money—Now Protect It from the IRS” To get my complete article with all the details… 2025 has been a record-breaking year for crypto—and if you’ve seen your portfolio climb, you’re not alone. But here’s the catch: the IRS noticed, too. Before December 31, you have a small window to make moves that could protect your profits and lower your 2025 tax … [Read more...]
New Analysis: Year-End Tax Strategies for Stock Investors
“2025 Last-Minute Year-End Tax Strategiesfor Your Stock Portfolio” To get my complete article with all the details… Our editorial team has just published a timely analysis looking at the tax-saving strategies sophisticated investors are using as 2025 draws to a close. "2025 Last-Minute Tax Strategies for Stock Investors" explores: Featured Analysis: → 7 … [Read more...]