Taxes
IRS Penalty Abatement Help: How a Tax Pro Can Help
Key Takeaways IRS penalty abatement can reduce or eliminate penalties (not the tax itself), helping taxpayers lower their total balance and avoid unnecessary...
$100 Referral Bonus w/ Direct Deposit (H&R Block) — My Money Blog
Spruce is a new fintech app from H&R Block with banking services provided by Pathward NA, member FDIC. They are...
Is It Time to Change Sales Tax Compliance Providers?
Many companies start their sales tax journey with the expectation that once a provider is in place, compliance will largely...
Cash and Bond Holdings Details — My Money Blog
I’ve gotten a few reader questions about my personal cash and bond holdings, so I thought I’d combine them here....
Optima Tax Relief CFO Stephen Keim Nominated for Orange County Business Journal’s CFO of the Year
Nomination recognizes Keim’s strategic financial leadership and his role in driving sustainable growth for the nation’s leading tax resolution firm. ...
MMB Portfolio Dividend & Interest Income – 2026 1st Quarter Update — My Money Blog
Here’s my 2026 1st Quarter income update as a companion post to my 2026 1st Quarter asset allocation & performance...
Last-Minute Tax Filing? What to Do Before the Deadline
Key Takeaways Last minute tax filing is common, but acting quickly and prioritizing accuracy can help you avoid costly penalties...
Bank Accounts, Treasury Bills, Money Markets, ETFs – April 2026 — My Money Blog
Here’s my monthly survey of the best interest rates on cash as of April 2026, roughly sorted from shortest to...
Why Did I Owe Taxes This Year? Top Reasons & How to Avoid It
Key Takeaways: Unexpected tax bills often result from not updating your W-4 form after major life changes or income...
MMB Portfolio Asset Allocation & Performance – 2026 1st Quarter Update — My Money Blog
Here is my 2026 1st Quarter portfolio update that includes all our combined 401k/403b/IRAs and taxable brokerage accounts but excludes...
What You Need to Know About the Remote Seller VDA Program
For international businesses selling into the U.S., state tax compliance has long been a gray area, especially following the expansion...
3 Reasons Why Vanguard Investors Made $5 Trillion Over Last 10 Years — My Money Blog
A new Morningstar article points out that between December 2016 and December 2025, Vanguard investors contributed about $2 trillion in...
