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Recent articles
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ESPP Sale Missing From Your Tax Return? What a New Tax Court Case Shows
Sold ESPP shares? A new Tax Court case shows why the sale isn’t covered by your W-2. How ESPP tax works, basis…
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What Is a Disregarded Entity? Single-Member LLC Taxes Explained
A disregarded entity, usually a single-member LLC, is ignored for federal income tax. How it is taxed, when it needs an EIN,…
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Does California Have an Exit Tax? What Still Gets Taxed When You Move Out of California
Does California have an exit tax? Not under current law, but wages, RSUs and other CA income can still be taxed after…
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New IRS IRA Correction Program: How to Fix a Missed 60-Day Rollover or RMD Error
Missed the 60-day rollover rule or an RMD due to a custodian error? A new IRS IRA correction program starts May 1,…
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Got an IRS Letter About Your Kwong Refund Claim? Don’t Toss It Yet
Paid IRS penalties during COVID? If a letter about your Kwong claim just arrived, here’s what it means, the 2-year clock, and…
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California Loses Its “Hot Asset” Argument: What a New Ruling Means for Nonresidents Selling a Partnership Interest
A new California ruling sources nonresidents’ gain on a partnership interest sale, including 751 hot-asset gain, to their home state. See who…
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Rev. Rul. 2026-20 and Notice 2026-62: What the IRS 351 Exchange ETF Ruling Means for Investors
IRS Rev. Rul. 2026-20 and Notice 2026-62 treat some 351 exchange ETF conversions as taxable. See who is affected, what is allowed…
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Opportunity Zones 2.0: What the December 31, 2026 Deadline Means for Your Deferred Gains
Deferred opportunity zone gains are taxed Dec. 31, 2026, and Opportunity Zones 2.0 starts in 2027. See what changes, California rules, and…
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1099 Threshold 2026: Why It Rose From $600 to $2,000
The 1099-NEC and 1099-MISC threshold rose from $600 to $2,000 for 2026 payments. See what changed, what didn’t, and California’s $600 rule.…
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Scale AI / Meta Transaction — What That Cash Dividend Actually Means for Your Taxes (Simple Breakdown + Case Study)
If you held shares affected by the Scale AI Meta transaction, you may have received a large Form 1099-DIV. Here is what…
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No Tax on Overtime: How the New Overtime Deduction Works (Up to $12,500)
Eligible employees can deduct up to $12,500 ($25,000 joint) of FLSA overtime premium pay for 2025-2028. See who qualifies, limits and W-2…
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Buying a Home Before vs. After OBBBA: How the Rules Change for High-Income Individuals
Understanding the OBBBA Changes Many high-earning individuals focus on mortgage rates when buying a house. However, few realize that tax law timing…
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