Taxes

Do You Need a Tax Attorney for an IRS Audit? 

Key Takeaways  Not every IRS audit requires a tax attorney, but professional representation is often beneficial when an audit involves...

What Happens If You Don’t Report Crypto on Taxes?

Key Takeaways   The IRS treats cryptocurrency as property, meaning taxable events can occur when crypto is sold, traded, spent, or...

Recommended Strategies for Maximizing Retirement Income — My Money Blog

Vanguard Research recently released a whitepaper titled Vanguard’s Principles for Retirement Income (direct PDF link) and I was surprised to...

2026 Q2 Estimated Tax Payments are Due. Are You Prepared?

Key Takeaways:  The 2026 estimated tax due dates are April 15, June 15, September 15, 2026, and January 15, 2027, and apply to...

Still Buying the Haystack and Sleeping Well Because I’ll Own The Needles (Winners) — My Money Blog

In 2019, I wrote the post Buying The Haystack: Sleeping Well Because I’ll Own The Winners (Needles). Recently, Hendrik Bessembinder...

Understanding the Rules Across States

Promotions are an effective way to attract customers and drive revenue, but they can also create unexpected sales tax challenges....

Early Deals, Free Trials, Shop w/ Points — My Money Blog

Amazon Prime Days 2026 is now live will run June 23-26, 2026. Beyog the “early” deals, I always look out...

Do You Pay Taxes on Lawsuit Settlements?

Key Takeaways:   Whether you have to pay taxes on a lawsuit settlement depends on the type of damages awarded, with physical injury settlements often...

Dividend Match (25% Bonus up to $250 per Year) — My Money Blog

Plynk is a standalone brokerage app that is quietly a subsidiary of a subsidiary of Fidelity Investments. It seems to...

What Is the SECURE 2.0 Act? Key Changes to Retirement Taxes

Key Takeaways   The secure 2.0 act introduced major retirement tax changes designed to expand retirement savings opportunities, delay taxable withdrawals,...

Pizza Hut Camp BOOK IT! Summer Reading Program 2026 — My Money Blog

Open for Summer 2026. If you were a kid in the 80s and 90s, you may remember the Pizza Hut...

Is Overtime Pay Taxed Under the One Big Beautiful Bill?  

Key Takeaways:  The Overtime Deduction has a retroactive start date of January 1, 2025, and it will expire on December...