Taxes
Defining Your Tech Solution for Tax, Regulatory Compliance
Technology’s bull rush to keep up with consumers’ demand can mean products and offerings cross lines in taxation and regulation....
Check the Cost Basis Tracking in Your Brokerage Account — My Money Blog
When you sell your shares of stocks/ETFs/mutual funds in a taxable brokerage account, your broker will also record the specific...
The Tax Consequences of Winning the Lottery or a Big Prize
Winning the lottery or a big prize can be lifechanging, whether it’s a multimillion-dollar jackpot, a luxury car, or a...
Enabling Automatic Dividend Reinvestment — My Money Blog
For those that are newer members of the US Bank checking/savings/credit card/brokerage ecosystem, most likely for the up to 4%...
What’s new in sales tax?
There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent...
Savings Accounts, Treasuries, CDs, Money Markets, ETFs – May 2025 — My Money Blog
Here’s my monthly survey of the best interest rates on cash as of May 2025, roughly sorted from shortest to...
The IRS Identity Protection PIN: Should You Get One?
Tax season can be stressful enough on its own, but for many, it comes with an added worry: identity theft....
$100 Bonus w/ $1000 Deposit for 45 Days — My Money Blog
Posted on May 12, 2025 // 1 Comment My Money Blog has partnered with CardRatings and may receive a commission...
Economic nexus thresholds explained: State-by-state insights
State-by-state economic nexus is one of the biggest considerations for remote sellers – and made even thornier because states’ threshold rules...
Zelle and Taxes: Does Zelle Report to the IRS?
Understanding how Zelle affects your taxes is crucial. This is especially true if you’re using the platform to receive payments...
2025 Berkshire Hathaway Annual Shareholder Meeting Video, Transcript, and Notes — My Money Blog
The 2025 Berkshire Hathaway Annual Shareholder Meeting occurred on May 3rd, 2025, and you’ve probably already heard the big news:...
SaaS taxability: A comprehensive guide
How do states look at SaaS (software as a service)-oriented businesses and sales tax requirements? The short answer is, “Many...
