Tax Planning Archives

What is Unrelated Business Taxable Income?

What is UBTI and how does it impact nonprofits and retirement accounts? Understand the rules and how to stay compliant.

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What are the Tax Benefits of Qualified Opportunity Zone Investments?

Find out how investing in Qualified Opportunity Zones can reduce capital gains tax and boost long-term returns.

A hand fans out several $100 bills, representing high levels of passive income that may be subject to the Net Investment Income Tax (NIIT). The image reflects the importance of tax strategies to help investors protect more of what they earn.

How to Avoid the Net Investment Income Tax (NIIT) on Passive Income

Learn smart tax strategies to avoid the 3.8% Net Investment Income Tax (NIIT) on passive income and protect your portfolio.

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How Property Tax Planning Can Maximize Real Estate Returns

Smart tax planning for real estate investors begins with your property tax strategy.

A freelancer at home working on a laptop and taking notes—representing the proactive planning needed to calculate and manage federal quarterly tax payments.

Understanding Federal Quarterly Tax Payments and Who Needs to Make Them

Confused about federal quarterly tax payments? Discover who’s required to pay, how to calculate them, and why staying compliant matters for your financial future.

Gold coins scattered across a laptop keyboard—symbolizing the intersection of cryptocurrency and digital finance, and the growing importance of tax-smart strategies like crypto loss harvesting.

Investment Trends in 2025: Tax Loss Harvesting for Crypto

Discover how tax loss harvesting crypto can reduce your 2025 taxes, offset gains, and help you optimize your digital asset portfolio.

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Mortgage Tax Credit and Deductions: What Homeowners Can Still Claim in 2025

Discover the tax credit for mortgage interest and other deductions available to homeowners in 2025, including itemized deductions, MCC credits, and more.

The American flag waving in the wind—symbolizing the continued U.S. tax obligations faced by American citizens living abroad, regardless of residence.

How Expats Can Avoid Double Taxation in 2025

Living abroad? Here’s how to avoid double taxation on your U.S. income in 2025.

The 2025 Alternative Investment Tax Guide for High-Income Filers

The 2025 guide to alternative investment taxes for high-income individuals. Understand the essential strategies for tax-efficient alternative investing.

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Pros and Cons of Using Tax Preparation Software

Review the top tax preparation software pros and cons to decide if it's better than a tax advisor for accurate filing and long-term savings.