Taxes
What is an Enrolled Agent?
Key Takeaways An enrolled agent (EA) is a federally licensed tax professional authorized by the U.S. Department of the Treasury...
11-Month No-Penalty CD at 3.90% APY, Platinum Savings 3.75% APY — My Money Blog
Rate hike for No-Penalty CD. CIT Bank (not to be confused with Citi Bank) is an online-only bank that has...
What Businesses Need to Know
For years, California has been one of the few major states where Software as a Service (SaaS) has generally not...
Bank Accounts, Treasury Bills, Money Markets, ETFs – July 2026 — My Money Blog
Here’s my monthly survey of the best interest rates on cash as of July 2026, roughly sorted from shortest to...
FBAR vs. FATCA: What’s the Difference? | Optima Tax Relief
Key Takeaways FBAR and FATCA are separate reporting requirements. The FBAR (FinCEN Form 114) is filed with FinCEN to report...
Investing in US Stocks Has Been Quite Rewarding — My Money Blog
What’s on my mind these days? Here’s one thing. Based on this Bridgewater article, out of any 15-year period to...
How a Tax Lawyer Negotiates With the IRS
Key Takeaways A tax lawyer negotiates with the IRS by reviewing your financial situation, identifying eligible relief programs, gathering documentation, and communicating...
5 Sales Tax Mistakes That Could Cost Your Business
Winning in business takes more than a strong offense... it requires avoiding costly mistakes that can take you out of...
Are Tax Relief Companies Worth It? What to Know First
Key Takeaways Tax relief companies help individuals and businesses resolve IRS and state tax issues such as unfiled returns, collection...
Retirement Tax Planning Basics for Seniors
Key Takeaways Retirement tax planning helps seniors maximize after-tax income by understanding how Social Security benefits, retirement accounts, pensions, and investments...
Is Your Growing Business Creating Sales Tax Exposure
June 21st marks another anniversary of one of the most significant sales tax decisions in U.S. history - the Supreme Court's...
Spend $10 x Get $10 Credit x 10 Times Per Linked Card — My Money Blog
Paze is a new online checkout shortcut where you don’t have to type in your credit card number and billing...
