Van Wunnik and Marcum LLC

https://apple.news/AccjApwb7QsqeneugYSYcUQ

People Are Using Claude to Do Their Taxes (But Maybe They Shouldn’t) — Bloomberg Businessweek Accountants warn of the potential for costly mistakes using ChatGPT and other AI tools.

It's 2026, so if you're self-employed and track mileage, make sure to record your 2025 ending/2026 starting mileage today!

Tax tip: Expecting large taxable capital gains in 2025? Consider tax loss harvesting by 12/31. This is a strategy where you sell securities in a loss position to offset the capital gains you’ll recognize from other investments. If you’ve got worthless or underperforming stocks, might as well sell them now and reduce the tax hit on the others. (Does not apply to retirements accounts. Also, if you rebuy the same security within 30 days of the sale, it will be considered a wash sale and the loss would be disallowed).