Video Tips: Timing Capital Gains for QOFs
Taxpayers should remember that certain capital gains realized in 2026 can be deferred into Qualified Opportunity Funds (QOFs) under the 180-day rule. This applies to gains realized on or after July 5, 2026, as well as gains realized anytime during 2026 through pass-through entities. Consequently, it may be beneficial to delay transactions or QOF investments […]
Video Tips: Tax Planning Before Saying “I Do”
Getting married this year? Before you say “I do,” make sure you understand how marriage can affect your taxes—from filing status and withholding to possible back liabilities, liens, or child support issues that may follow a joint return. A quick pre-wedding tax check can help you avoid surprises, protect your refund, and make sure your […]
Video Tips: What to Know about Short-Term Home Rentals
Summer is here, and with it come weddings, reunions, corporate retreats, weekend getaways — all prime opportunities to turn your home into a summer venue. In this video, we’ll explore the tax ramifications related to short-term and summer rentals.
Video Tips: Child Care for Summertime – What Would Qualify for Tax Benefits?
Summertime means school is out, so working parents often need to find alternative childcare. This could be day camp, babysitters, swim lessons, and specialty programs. Some of those costs qualify for tax benefits — others do not.