October 29, 2025 Before You Elect S Corp Status, Make Sure the Numbers Work Why Business Structure Matters Choosing the proper business structure is one of the...
October 27, 2025 Jim Cramer's "Radical" Wealth Formula: Why It's Risky, Tax-Inefficient, and Misleading Jim Cramer is back with another big idea - and, not coincidentally, another book to sell....
October 23, 2025 Qualified Real Estate Professional (QREP) Status Explained: The Tax Loophole the IRS Watches Closely Introduction: The Most Misunderstood Tax Loophole in Real Estate Every investor dreams of...
October 22, 2025 Private Markets Are Getting a Makeover: What 2025 SEC Reforms Mean for Startup and Angel Investors Introduction: A quiet revolution in private investing Many people consider regulation...
October 21, 2025 Alternative Investments: What They Are, How They Work, and Whether They're Right for You For decades, investors have relied on a simple formula: a mix of stocks and bonds designed...
October 17, 2025 IRS Penalties and Interest Explained: How to Avoid Hidden Tax Traps That Cost You Thousands The U.S. tax system is complex, and one of the most painful surprises for many taxpayers...
October 16, 2025 2026 Tax Brackets, Credits, and Deductions: What the IRS Just Updated The IRS has officially released Revenue Procedure 2025-32, detailing more than 60...
October 14, 2025 Qualified Business Income (QBI) After the OBBBA: What Pass-Through Owners Need to Know When you run a pass-through business, whether as a sole proprietor, S corporation shareholder,...
October 13, 2025 Long‑Short Tax Loss Harvesting: The Next Evolution in Tax‑Efficient Investing How sophisticated investors are using long-short strategies to unlock ongoing tax alpha while...
October 8, 2025 What Are Performance Share Units (PSUs)? A Complete Guide for Executives and Tech Leaders Quick summary PSUs only pay if performance goals are met over a multi-year period...
October 7, 2025 QSBS 2.0 Explained: How OBBBA 2025 Rewired Section 1202 for Founders & Investors Quick summary 3-4-5 holding periods: 3 yrs = 50%, 4 yrs = 75%, 5+ yrs = 100% (subject to...
October 6, 2025 529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips If you're planning for education, whether for your children, grandchildren, or future...
