“Inherited HSA? The Entire Balanceis Taxable Income — This Year" To get my complete article with all the details… Your client has been doing everything right with their HSA. Maximum contributions every year. No withdrawals. Letting it grow like a super IRA. Now they're seriously ill. Their adult child is the beneficiary. And nobody has told them what happens … [Read more...]
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The Tax Strategy Behind Every Big Real Estate Portfolio
“Why Serious Landlords Relyon the 1031 Exchange” To get my complete article with all the details… Sell a rental property. Pay no federal taxes. Reinvest everything. Trade up. Repeat until you've built a portfolio worth millions. That's how serious landlords grow—and the 1031 exchange makes it possible. But execution matters. There are strict deadlines. … [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 … [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: How leading investors are … [Read more...]