Taxes
Software Alone Isn’t Sales Tax Compliance: Why People Still Matter
Sales tax automation has become an essential part of compliance, but automation alone doesn’t guarantee accuracy. While technology can support certain tasks,...
Portfolio Personal Rate of Return Calculator Tool (Estimate) — My Money Blog
Fixed for 2026. I initially wrote this calculator in 2007. Hey, at least you know it wasn’t AI! Some of...
Schedule C Mistakes That Trigger IRS Audits Optima Tax Relief
Key Takeaways Schedule C returns face higher audit risk because income and deductions are self-reported, making even small errors easy...
Callan Periodic Table of Investment Returns 2025 Year-End Update — My Money Blog
Callan Associates updates a “periodic table” annually with the relative performance of 9 major asset classes over the last 20...
Are Incarcerated Individuals Required to File Taxes?
Key Takeaways Incarceration does not eliminate tax filing requirements. Whether incarcerated individuals must file taxes depends on income, filing status, and the...
Sales Tax Compliance Is More Than Filing Returns (Here’s What It Really Involves)
Sales tax compliance often gets reduced to one task: filing returns. In reality, it’s an ongoing, multi-step process that becomes more complex...
Top 10 Largest US Companies 1985 vs. 1995 vs. 2005 vs. 2015 vs. 2025 (The Haystack Keeps Changing) — My Money Blog
The late Jack Bogle was often credited with the saying: “Don’t look for the needle in the haystack. Just buy...
Chief Tax Officer and Lead Tax Attorney at Optima Tax Relief, Phil Hwang, Appointed National Chair of IRS Taxpayer Advocacy Panel
Optima Tax Relief announced today that Philip Hwang, its Chief Tax Officer and Lead Tax Attorney, has been appointed National...
Tax Benefits of Health Savings Accounts
Key Takeaways HSAs provide triple tax advantages with tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. To...
MMB Portfolio Dividend & Interest Income – 2025 Year End Update — My Money Blog
Here’s my 2025 Year-End income update as a companion post to my 2025 Year-End asset allocation & performance update. Even...
What is the Safe Harbor Rule for Underpaying Estimated Tax?
Key Takeaways Safe harbor tax rules protect against IRS underpayment penalties, not balances owed, by meeting specific payment thresholds during...
Apple Watch Standalone Phone on US Mobile Review — My Money Blog
My older two kids do not have smartphones, but instead both have an Apple Watch SE w/ Cellular for basic...
