Financial Planning
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More Rich Americans Will Soon Be Hit With an IRS Audit, Werfel Pledges
EV Makers Win Two-Year Extension to Qualify for Tax Credits
2024 Guide to State Sales Tax Holidays
Hawaii to Offer Tax Amnesty to Switch Short Term Rentals to Long Term
These Two Tax Laws Make REITs More Tax-Friendly
Taking advantage of the return of capital and Tax Cuts and Jobs Act rate reductions can significantly reduce taxes on REIT distributions.
These Tax Cuts and Jobs Act Provisions May Sunset Soon
Significant changes are on the horizon for taxpayers, as the tax mitigation benefits of the TCJA are set to expire at the end of 2025.
Gen Z Prefers Cash to Credit
Is TikTok setting the bar for Gen Z spending habits?
6 Top Investment Options to Generate Passive Income
Passive income investing allows you to work less and earn more. These passive income streams are some of the best to get started.
52% of Adults Say Money Has Negative Impact on Mental Health
Among those who say money has a negative impact on their mental health, 56% say this happens at least once a week (up from 52% last year), which includes 29% who say this happens daily.
More Americans Struggle with Personal Finances
Some 73% of adults were “doing at least OK financially” as of October, down five percentage points from a year earlier and among the lowest levels since 2016.
Why Investors Should Consider Using a 721 Exchange to Defer Capital Gains Taxes
This less-used tool in real estate investing might serve you better than the more popular 1031 exchange.
SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations
For the last two years, SEC Chair Gary Gensler has championed new rules to add scrutiny to hedge funds and private equity firms.