Tax advisor in New York
08/11/2026
Learn how cryptocurrency is taxed, including selling, spending, mining, staking, crypto payments, charitable donations, capital gains, and IRS reporting.
Cryptocurrency and Taxes: What Taxpayers Need to Know Learn how cryptocurrency is taxed, including selling, spending, staking, mining, crypto payments, donations, capital gains, and IRS reporting rules.
If you have to repay income that you previously reported and paid taxes on, you may qualify for some tax relief in the repayment year called "Claim of Right." Watch this video for details.
08/07/2026
Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning
Treasury Flags Tax-Aware Investment Strategies: What Wealthy Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning.
08/06/2026
Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more. Here's what to know before you shop.
2026 Back-to-School Sales Tax Holidays by State Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more.
08/05/2026
The IRS is updating its Voluntary Disclosure Program for cryptocurrency. Learn what it means if you have unreported crypto transactions.
IRS Updates Crypto Voluntary Disclosure Program The IRS is updating its Voluntary Disclosure Program for crypto. Learn what it means if you have unreported cryptocurrency transactions.
08/04/2026
Business succession planning is the process of preparing for the future transfer of a business so that the company can continue operating smoothly while also meeting the owner’s personal, family, and financial goals.
Business Succession Planning: Protect Your Business & Legacy Plan your business succession with confidence. Learn how taxes, ownership, buy-sell agreements, and continuity planning protect your business and legacy.
U.S. citizens and resident aliens living abroad may qualify to exclude foreign earned income and claim foreign housing exclusions or deductions. Learn more in this week's Video Tips.
07/29/2026
Thinking about buying business equipment? Learn why tax planning before you purchase can improve cash flow, financing, and long-term results.
07/28/2026
Here are the August 2026 Business Due Dates
August 2026 Business Tax Due Dates Stay on top of August 2026 business tax deadlines, including Form 941, payroll tax deposits, and nonpayroll withholding requirements.
07/28/2026
Beginning in 2026, many taxpayers who receive too much advance premium tax credit may have to repay the full excess. Learn what changed and how to reduce your repayment risk.
Premium Tax Credit Repayment Changes for 2026 Learn how the 2026 premium tax credit repayment changes could increase your tax bill and what steps you can take now to avoid surprises.