“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...]
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For Tax Pros: Help Your Clients Navigate the Gift Tax — With Code-Backed Confidence
“Be the Advocate Your Clients Need When Gifts Trigger Tax Questions” To get my complete article with all the details… Elevate your gift tax knowledge from compliance-focused to client-centered. We just published a gift tax article designed specifically for professionals like you — those who want to do more than fill out forms. This is your roadmap to becoming a true … [Read more...]
Your Taxes Are About to Change Dramatically – Here’s What’s Coming
“Individuals on the Brink:The TCJA Tax Shuffle Will Begin Soon” To get my complete article with all the details… Did you know that your tax bill could look drastically different pretty soon? The biggest tax overhaul in recent history is about to expire, and it will affect YOUR bottom line. The Tax Cuts and Jobs Act (TCJA) provisions are set to sunset in 2025, … [Read more...]
How The Supreme Court Likely Shook Up Your Buy-Sell Agreement
"How The Supreme Court LikelyShook Up Your Buy-Sell Agreement" To get my complete articlewith all the details… Does your company use company-owned life insurance to buy back your shares after you die? Well, be aware ... after you pass away, your estate may have to pay more tax. Ouch! Depending on how your buy-sell agreement values the company, … [Read more...]
What Happens When You Die and Your S Corporation Owns the Rental?
“What Happens When You Dieand Your S Corporation Owns the Rental?” To get my complete articlewith all the details… Benjamin Franklin once wrote “There is nothing certain but death and taxes.” But in this article of the Tax Reduction Letter, I’ll tell you why you should see your tax advisor before you kick the bucket. Here’s the story: There are possible … [Read more...]