Taxes
Sales Tax Compliance Is More Than Filing Returns (Here’s What It Really Involves)
Sales tax compliance often gets reduced to one task: filing returns. In reality, it’s an ongoing, multi-step process that becomes more complex...
Top 10 Largest US Companies 1985 vs. 1995 vs. 2005 vs. 2015 vs. 2025 (The Haystack Keeps Changing) — My Money Blog
The late Jack Bogle was often credited with the saying: “Don’t look for the needle in the haystack. Just buy...
Chief Tax Officer and Lead Tax Attorney at Optima Tax Relief, Phil Hwang, Appointed National Chair of IRS Taxpayer Advocacy Panel
Optima Tax Relief announced today that Philip Hwang, its Chief Tax Officer and Lead Tax Attorney, has been appointed National...
Tax Benefits of Health Savings Accounts
Key Takeaways HSAs provide triple tax advantages with tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. To...
MMB Portfolio Dividend & Interest Income – 2025 Year End Update — My Money Blog
Here’s my 2025 Year-End income update as a companion post to my 2025 Year-End asset allocation & performance update. Even...
What is the Safe Harbor Rule for Underpaying Estimated Tax?
Key Takeaways Safe harbor tax rules protect against IRS underpayment penalties, not balances owed, by meeting specific payment thresholds during...
Apple Watch Standalone Phone on US Mobile Review — My Money Blog
My older two kids do not have smartphones, but instead both have an Apple Watch SE w/ Cellular for basic...
2026 Tax Brackets and Deductions
Key Takeaways The 2026 tax brackets were increased for inflation, allowing taxpayers to earn more income before moving into higher...
Targeted 5X Points on Gas/Groceries/Restaurants — My Money Blog
New quarter, new offers. A quick 2026 Q1 reminder that you can discover targeted offers for your Chase-issued credit card...
Can I File Taxes If My Parents Claim Me?
Key Takeaways Yes, you can file taxes even if your parents claim you. Dependency status does not prevent you from...
Bank Accounts, Treasury Bills, Money Markets, ETFs – January 2026 — My Money Blog
Here’s my monthly survey of the best interest rates on cash as of January 2026, roughly sorted from shortest to...
Which Is Right for Your Business?
Sales tax compliance has become increasingly complex since the South Dakota v. Wayfair decision. With 46 states and Washington, D.C....
