Taxes

What To Do If You Receive IRS Notice CP23

Key Takeaways  IRS Notice CP23 means the IRS found a discrepancy between the estimated tax payments reported on your tax...

Telecom Excise Tax: Federal & Regional Compliance

Telecommunications companies face a complex tax environment that goes well beyond traditional sales tax.  Depending on the services they provide...

Tax Reporting for Crypto and Digital Assets

Key Takeaways   The IRS generally treats cryptocurrency and other digital assets as property, so selling, exchanging, spending, or receiving crypto...

October 15 Tax Deadline Explained: Everything Taxpayers Need to Know

Key Takeaways  October 15, 2026, is the extended federal filing deadline for many taxpayers who timely requested an extension for...

$20 off $30 for Amazon Prime Members — My Money Blog

Amazon Prime membership includes Grubhub+, and there’s a new $20 off a $30 purchase deal with promo code DEALS20. The...

What Businesses Need to Know

Discovering that your business has unpaid or uncollected sales tax can be stressful, especially when the exposure goes back several...

Short-Term Treasury ETF — My Money Blog

Most people worry about stock drama, but every so often, there is also bond drama. Bonds are debt, which means...

The American Opportunity Credit: A Tax Break for Students

Key Takeaways Credit value: Up to $2,500 per eligible student, per year. Refundable: Up to 40% (max $1,000), even if...

Bank Accounts, Treasury Bills, Money Markets, ETFs – September 2026 — My Money Blog

Here’s my monthly survey of the best interest rates on cash as of September 2026, roughly sorted from shortest to...

Optima Tax Relief Earns Ninth Consecutive Civic 50 Orange County Award 

National Tax Resolution Firm Recognized for Continued Commitment to Volunteerism, Philanthropy and Community Impact  Optima Tax Relief has once again...

IRS Audit and Appeals Lawyer Explained

Key Takeaways   An IRS audit and appeals lawyer can help taxpayers respond to an IRS audit, dispute proposed adjustments,...

The Hidden Exposure That Can Impact a Deal

Mergers and acquisitions involve many moving pieces. From financial due diligence and legal reviews to operational planning and integration strategy,...