Taxes

This year is shaping up to be a milestone moment for state income taxes after last year’s massive changes to federal income taxes.

This year, we issued over 56 million Form 1099-DAs (tax form required for reporting digital asset transactions) to the IRS, one for every reportable transaction our customers made in 2025.…

The U.S. Should Means-Test Colleges The Same Way It Means-Tests Americans Harvard University sits on an endowment (PDF File) worth roughly $56.9 billion. That’s more than the GDP of over…

Tax filing season officially began just over three weeks ago, and according to the latest individual income tax return statistics for the 2026 tax-filing season, as of March 15 the…

Key takeaways: Buying from your parents is legal but comes with extra lender requirements. A gift of equity can lower upfront costs, but you may still need cash to close.…

Money in tax-deferred accounts comes with strings that heirs often aren’t expecting

Free tax software is elusive. The biggest tax companies tend to keep their free options hidden, while companies that advertise free filing usually have major limitations. As we review the best…

I recently visited one of my favourite restaurants and the food and service, as usual, were out of this world, something a food delivery service cannot replicate. The restaurant has…

“Each of our properties are worth over $1 million.”

There’s a stark generational divide in how to solve the Social Security crisis.