Taxes

Can You Have Multiple Payment Plans With the IRS? 

Key Takeaways  No, you generally cannot have multiple payment plans with the IRS. Most taxpayers are limited to one active installment agreement,...

SALT Deduction Changes 2026: What’s New and Who Benefits 

Key Takeaways  The SALT deduction 2026 limit increased to $40,400 under the One Big Beautiful Bill Act (OBBBA), allowing many...

Are You Maximizing Your 401k Employer Match as a Couple? — My Money Blog

Here’s an article about the question “Do married couples efficiently allocate their retirement contributions across their retirement accounts?” Since employer...

Tax Relief Now: How to Get Tax Help ASAP

Key Takeaways  Tax relief includes IRS programs that help taxpayers manage or resolve tax debt, such as installment agreements, Offers...

You Received a Sales Tax Audit Notice. What now?

No business wants to receive a sales tax audit notice. Whether you've been expecting it or it comes completely out of...

Bonus Depreciation for Real Estate Explained 

Key Takeaways  Bonus depreciation for real estate allows investors to immediately deduct the cost of qualifying property components instead of depreciating them over...

State Tax Refund Seized. Now What? 

Key Takeaways   A state tax refund seized means all or part of your refund was intercepted through a refund offset...

What Businesses Need to Know Before 2027

For years, one of the biggest challenges for technology companies has been the lack of consistency in how states tax...

What are Education Credits and Deductions Every Student Should Claim? 

Key Takeaways  Education tax credits directly reduce your tax bill, while education deductions reduce your taxable income. Credits generally provide greater tax...

Is Claiming Social Security Early at 62 Actually the Right Move? — My Money Blog

A major retirement decision is when to start claiming Social Security benefits. There are many ways to visualize the decision...

Does Social Security Change If You Move States?​

Key Takeaways  Moving to another state generally does not change your Social Security benefits because Social Security is a federal program based...

Sales Tax vs. Income Tax: Why Your State Bill Feels So Different

Key Takeaways  Sales tax vs income tax comes down to spending versus earnings. Sales tax is imposed when you purchase taxable goods...