Taxes
The Hidden Exposure That Can Impact a Deal
Mergers and acquisitions involve many moving pieces. From financial due diligence and legal reviews to operational planning and integration strategy,...
2026 IRS Mileage Rates | Optima Tax Relief
Key Takeaways The 2026 IRS mileage rates are 76¢ per mile for business driving and 23.5¢ per mile for medical...
The American Opportunity Credit: A Tax Break for Students
Key Takeaways Credit value: Up to $2,500 per eligible student, per year. Refundable: Up to 40% (max $1,000), even if...
Launching a New Product or Service? Don’t Overlook Sales Tax
Launching a new product or service is an exciting step for any business. Whether you're adding a new offering to...
2026 Q3 Estimated Tax Payments are Due. Are You Prepared?
Key Takeaways The 2026 Q3 estimated tax payment is due September 15, 2026, covering income generally earned from June 1...
Filing Taxes in Two States After Moving
Key Takeaways Filing taxes in two states after moving may be required if you permanently move during the tax year,...
IRS Automated Collection System: What You Need to Know
Key Takeaways The IRS Automated Collection System is a centralized IRS collection function that handles certain cases involving unpaid federal...
$1,000 Bonus on $10,000 Deposit — My Money Blog
GalaxyOne is a fintech super-app that combines a checking account, stock trading, and crypto. Checking account is through Cross River...
New Employees, Locations, or Warehouses? Don’t Overlook Sales Tax Nexus
Business growth doesn't always look like opening a new office or storefront. Sometimes, it means hiring an employee who works...
What You Need to Know About State Tax Audits
Key Takeaways: A state tax audit is a review conducted by a state tax authority to verify the accuracy of...
Self-Directed Investors Hold a Lot of Cash. Maybe That’s Perfectly Rational — My Money Blog
In this Morningstar market brief, it is revealed that the average self-directed Vanguard investor (7 million accounts!) held an asset...
Do I Need a Tax Attorney?
Key Takeaways Do I need a tax attorney? Not necessarily. Routine tax preparation, straightforward filing questions, and uncomplicated tax planning...
