Category: Taxes

This article on how long to keep tax records has been updated for the 2022 & 2023 tax years. I strive to be a minimalist. Clutter, whether it’s physical …

This article has been updated for the 2022 & 2023 tax years. If you have a large employer who offers health insurance, you likely will have received a 1095-C …

I get enough questions from readers asking me to explain estimated tax payments that it makes me wonder if people actually avoid earning self-employment or side income simply because …

This article has been updated for the 2022 and 2023 tax years. Ever wonder if there was a maximum limit to how much you can donate to charity and …

What is a Capital Loss Tax Deduction? This article has been updated for the 2022 and 2023 tax years. The tax implications of selling an investment are usually thought …

By all accounts, I’ve been a diligent taxpayer for the last decade plus – never a late fee, never a need for extension, never a penalty, never an audit …

This article has been updated for the 2022 & 2023 tax years. As we approach another tax deadline, the IRS has been churning out data on average tax refunds …

Have Employee Stock? Be Aware of the Capital Gains Implications This article on capital gains has been updates for the 2022 and 2023 tax years. A while back, we …