“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...]
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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...]
OBBBA’s “Dead Zone” Could Cost You Thousands in Capital Gains
“OBBBA Revives Your Abilityto Kill Capital Gains with QOFs” To get my complete article with all the details… A tax program that eliminates capital gains just got extended—with a catch. December 31, 2026: Current program ends. All deferred taxes come due. January 1, 2027: New program launches with enhanced benefits and stricter rules. Most investors will do … [Read more...]
The Life Insurance Rule Nobody Warns You About
“Selling a Term Life Insurance PolicyCreates Thorny Tax Issues” To get my complete article with all the details… Find Answers to Three Questions Uncle Bob has a $1 million term life policy. His nephew Joe pays him $10,000 and agrees to pay all future premiums because Uncle Bob made Joe the beneficiary.Three questions: CLICK HERE to read my completely new article … [Read more...]