Taxes
The Telecom/Tech Company’s Checklist to Building a Tax Compliance Process
As digital products and technology platforms evolve, so do the complexities around how they’re taxed. From bundled services to shifting...
Huge Bonus, Huge Annual Fee, Huge List of Perks — My Money Blog
Chase managed to make a media event out of its revamp of the Chase Sapphire Reserve and new Chase Sapphire...
Can the IRS Take My 401(k)?
Key Takeaways: The IRS can seize your 401(k) if you’re eligible to withdraw funds. Retirement accounts are not immune to...
$100 Bonus (New and Existing Customers) — My Money Blog
CIT Bank has a new promo for their eChecking account. Their eChecking has a minimum opening deposit of $100, no...
Wayfair’s 7th birthday: Sales tax changes continue
The Supreme Court’s decision in Wayfair seven years ago this month changed the world of eCommerce. Suddenly all states could...
Early Deals, Free Trials, Reset Credit Card Bonuses — My Money Blog
Posted on June 20, 2025 // 1 Comment My Money Blog has partnered with CardRatings and may receive a commission...
How AI Tools Are Changing Tax Prep and What to Watch Out For
Key Takeaways: AI tools are changing tax prep by automating data entry, categorizing expenses, and helping users identify deductions faster. ...
Asset Class Risk/Return Charts (2025) — My Money Blog
While continuing my CFP course on Investment Planning, their sections on portfolio construction and asset allocation contained several updated 2025...
Do You Have to Pay Sales Tax on Clubs & Membership Dues?
Clubs and dues have been around for decades, but the rise of certain memberships – and the ability to sell...
TIAA Traditional and Lifetime Income Annuities Now Available to Public via IRA — My Money Blog
TIAA-CREF recently announced that they are allowing the public to invest in their fixed and income annuities inside a Traditional...
Optima’s “Tax Show for People Who Owe” Builds Momentum as Go-to Resource for Taxpayers Facing IRS Debt
Now in its fourth year, the bi-weekly YouTube series offers honest, engaging insights into IRS processes, tax debt solutions, and...
Costco Membership Changes (Extended Hours, Self-Checkout Improvements, New Credits) — My Money Blog
Costco has been making several changes recently, and it’s not just the new hours. As someone who has recently joined...
