Taxes
IRS Revenue Officer vs Revenue Agent: What’s the Difference?
The IRS plays a critical role in ensuring that taxpayers comply with U.S. tax laws. Within the IRS, various professionals...
Strange Ideas New Customers Have About Sales Tax
Everybody who enters business knows all about taxes. They just don’t know about every tax. One glaring omission, surprising especially from business...
35,000 Bonus Points, Free Amazon Prime Membership (Every Year!) — My Money Blog
The Navy Federal Flagship Rewards Card is their “premium” travel rewards card, and it has always had some nice features...
Someone Filed a Fraudulent Tax Return in My Name. Now What?
Key Takeaways If a fraudulent tax return has been filed in your name, you should contact the IRS immediately and submit Form 14039 to...
Warren Buffett’s Thanksgiving Letter 2025 — My Money Blog
Warren Buffett will step down as CEO of Berkshire Hathaway at the end of 2025, which also means he will...
Potential Pitfalls of Over-Reliance on AI in Sales Tax Mapping
As automation and AI become more integrated into sales tax systems, many businesses assume these tools can completely replace human...
FT Profile of Fidelity Investments: Culture, History, and Future Prospects as Primary Brokerage
The Financial Times (a British newspaper) has a rare profile of Fidelity Investments (paywall, archive) with the title “Can Fidelity...
How to Apply for the IRS Fresh Start Program
Key Takeaways The IRS Fresh Start Program offers multiple relief options to help taxpayers settle or manage back taxes...
Default Glide Path vs. Custom? — My Money Blog
My last post on treating your kids’ 529 plans as the equivalent of Roth IRAs had me thinking again about...
The Limits of Machine-Managed Sales Tax
AI can analyze your data, reconcile reports, and process transactions, but can it be trusted to file your taxes? Some...
Savings and Checking Account Bonuses — My Money Blog
E*Trade (Morgan Stanley Private Bank) is running promotions for new customers on both their savings and checking accounts: Savings promo...
What You Need to Know About the Tax Underpayment Penalty
Key Takeaways: Pay taxes as you earn: The IRS operates on a pay-as-you-go system, requiring withholding from paychecks or quarterly...
