Taxes
How to Add & Report for Compliance
Does Square pay or submit sales tax for you? Though it has tools to help set up sales tax charges,...
Claim Your State Income Tax Exemption (2024/2025) — My Money Blog
As a follow-up to my posts for Vanguard and Fidelity money market funds, iShares ETFs (Blackrock) has also recently released...
What is Form 1098-T? – Optima Tax Relief
Form 1098-T is an important tax document for students and parents navigating education-related tax benefits. Issued by eligible educational institutions,...
Up to $400 Deposit Bonus (and Why I’m Skipping It) — My Money Blog
Raisin is a financial marketplace that allows you to access high-interest certificates of deposit and savings accounts from multiple different...
Digging into the sales tax differences
You’d think that if you eat it, its sales tax treatment would be the same – at least similar across...
60,000 Bonus Points (Limited-Time Offer) — My Money Blog
The Virgin Red Rewards credit card is the co-branded card for Virgin Red, the loyalty program for Virgin Atlantic flights,...
Do Tax Advocates Really Help?
Dealing with the IRS can be overwhelming, especially for taxpayers facing financial hardship. Tax advocates play a crucial role in...
Fidelity Target Allocation ETF Model Portfolios (Meant for Advisors) — My Money Blog
One of my older relatives used Fidelity to manage their investments, and it was a hodgepodge of over 10 different...
What’s new in sales tax?
There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent...
CIT Bank Platinum Savings $225/$300 Bonus + 4.30% APY (New and Existing Customers) — My Money Blog
CIT Bank has a new limited-time $225/$300 Platinum Savings deposit bonus. The bonus depends on deposit amount, and it is...
What is the IRS? | Optima Tax Relief
The Internal Revenue Service (IRS) is the federal agency responsible for administering and enforcing tax laws in the United States....
Portfolio Simplification Progress for 2024 — My Money Blog
I recently found a handwritten note from early 2024 that outlined my goals to “SIMPLIFY!” my portfolio. The overall idea...
