California’s Mandatory Worldwide Combined Policy: A Mistake
California weighs a sweeping tax rule that would tax global income of multinationals. This piece explains why the ide...
Tax Policy
Discover 3 Tax Policy articles that explain how policy changes impact taxes, crypto reporting, and monthly expenses. See practical tips that help you save, plan, and keep more of your money.
65 articles
Social Security Back Payments Hit $50K in 2026 Today
In 2026, thousands of retirees are receiving one-time social security back payments that could total up to $50,000, a...
Retiring with $2.9 Million Could Trigger ACA Clawbacks
A 64-year-old couple with $2.9 million in retirement assets faces a tight pre-Medicare year where a Roth conversion c...
When You Once Earn This Much, Taxes Hit Social Security
Rising retiree incomes are pushing more Social Security benefits into taxation. Here’s how the rules work, who is aff...
Deaths Over Last Decades Hit Taxpayers, Farms in America
A sweeping study ties two decades of bat die-offs to rising crop damages, heavier local taxes, and pricier debt for r...
1031 Exchange Exit Ramp Lets Retiring Landlord Defer $720K
A 66-year-old landlord leverages a 1031 exchange exit ramp to postpone roughly $720,000 in federal taxes while consol...
Trump Only Partly Delivered on Social Security Tax Promise
A 2025 tax package delivers a temporary exemption for Social Security benefits, reducing retiree tax exposure. Critic...
67-Year-Old with $620,000 Inherited 401(K) Tax Bomb
A 67-year-old with $620,000 inherited 401(K) confronts a looming tax bill under the SECURE Act, turning a windfall in...
Elon Musk’s Buying Equipment—and Tax Breaks in Atlanta
New documents reveal X and xAI landed a 10-year deal to share an Atlanta data center, with a $10.1 million property t...
Widow’s Penalty Means Filing: Singles Brackets Narrow
A 75-year-old widow with $1.8 million in IRAs faces a higher tax bill after filing as a single taxpayer for the first...
Tax Headwinds Hit the Hottest Stock Market World Today
Policy makers unveiled tax measures aimed at tech profits, rattling a rally that earned the nickname the hottest stoc...
Australia Proposes Capital Gains Change to Crypto Investors
The Australian government is considering changes to the 50% capital gains discount for assets held over a year, a mov...