August 2022 Working with Tax Preparers

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If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E

I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me

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Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting

Unlike income from working a job or operating a business, which is subject to tax as it is earned, capital gains and losses are unique in that taxpayers can choose when to recognize a taxable transaction.

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Yes! As Little As $600 Is Reported

It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]

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