Manage Money
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...
How to Spot a Fake IRS Letter or Phone Call
Each year, thousands of taxpayers fall victim to scams impersonating the IRS. These scams come in the form of letters,...
Private Equity Creating Attractive Rates For MYGAs / Life Insurance? — My Money Blog
One of the lessons from the 2025 Berkshire Hathaway Annual Meeting was that you never know where your next investment...
Tariffs and sales tax
Tariffs have been in the headlines recently. What is the relationship between tariffs and sales tax?. (more…)
Risk Management and Insurance Planning (Course Notes #3) — My Money Blog
It’s been a while since my last update on my University of Georgia Self-Paced CFP class. I admit that other...
My IRS Levy is Causing a Hardship. Now What?
Dealing with an IRS levy can be incredibly stressful, especially when it creates a significant financial hardship. A levy allows...
AI Pioneer Divides Assets Across Multiple Banks and Brokerages — My Money Blog
I’m trying (and failing) to keep up with AI developments, but inside this interview with AI pioneer Geoffrey Hinton (Wikipedia...
Q-commerce and sales tax: the latest
E-commerce began and soon exploded as a spinoff from brick-and-mortar retail. Now the spinoff is large enough to generate its...
Bonus Walmart Cash, Free Express Delivery, Gas Discount, Burger King — My Money Blog
Walmart+ Week 2025 is running from 4/28 to 5/4/25 and here are the offers mostly for paid Walmart+ members (not...
I Received a Tax Notice for a Business I Don’t Own. Now What?
It’s a stressful moment that can stop you in your tracks: a letter from the IRS or your state’s tax...
What is telecom tax?
If only there was one answer. (more…)
