Taxation of Cryptocurrency and Other Digital Assets
Robert Weber
With a federal tax revenue gap of about $688 billion, studies suggest that at least $50 billion of that gap is due to unreported digital asset transactions. The IRS has…
Tax Strategies
Tax Strategies That Become More Relevant After Major Life Changes
Julia
Summary Major life changes—such as marriage, divorce, a new child, career shifts, or retirement—can significantly affect how much you owe in taxes and which strategies make sense. This guide explains…
A Practical Look at Tax Strategies Used by Financial Professionals
Summary Financial professionals rely on disciplined tax strategies to manage risk, improve after-tax returns, and avoid costly surprises. This article explains how experienced advisors think about tax planning in real-world…
How Investors Manage Capital Gains Without Disrupting Their Portfolio
Summary Managing capital gains is a balancing act between minimizing taxes and maintaining a well-structured investment portfolio. Investors often rely on strategies such as tax-loss harvesting, strategic asset sales, diversification…
Understanding the Timing of Asset Sales for Tax Efficiency
Summary The timing of when you sell investments can significantly influence the taxes you owe. Strategic asset sales—considering holding periods, income levels, and market conditions—can help investors reduce capital gains…
Tax Strategies Worth Considering Before the Year Ends
Summary Year-end tax planning can significantly influence how much Americans ultimately pay when filing their returns. By reviewing deductions, adjusting retirement contributions, managing investment gains, and evaluating charitable giving before…
The Timing Decisions That Often Influence Tax Outcomes
Summary Many tax outcomes depend not only on what financial decisions you make, but when you make them. Strategic timing—such as when to sell investments, claim deductions, receive income, or…
How Business Owners Approach Tax Strategy Differently
Summary Business owners face tax decisions that go far beyond annual filing. Unlike employees, they must proactively manage income timing, entity structure, deductions, and long-term planning. This article explains how…
How Small Tax Decisions Can Have Outsized Financial Impact
Summary Small tax decisions—often made quickly or by habit—can compound into significant financial outcomes over time. From withholding choices to retirement contributions and investment timing, modest adjustments can meaningfully affect…
Capital Gains Planning: Strategies Investors Often Review Before Selling Assets
Summary Capital gains taxes can significantly affect the outcome of an investment sale. Thoughtful planning before selling stocks, real estate, or other assets can help investors manage tax exposure while…