Taxes
What You Need to Know About State Tax Audits
Key Takeaways: A state tax audit is a review conducted by a state tax authority to verify the accuracy of...
Self-Directed Investors Hold a Lot of Cash. Maybe That’s Perfectly Rational — My Money Blog
In this Morningstar market brief, it is revealed that the average self-directed Vanguard investor (7 million accounts!) held an asset...
Do I Need a Tax Attorney?
Key Takeaways Do I need a tax attorney? Not necessarily. Routine tax preparation, straightforward filing questions, and uncomplicated tax planning...
What to Do When You Expand Into New States
Growth is good for business. But as your sales expand into new states, your sales tax obligations can expand right...
What Uber Drivers Can Deduct
Key Takeaways Uber drivers are generally self-employed independent contractors and must report their Uber income and pay applicable federal income...
Long-term TIPS Yield now 3%; 4.9% Guaranteed 30-Year Withdrawal Rate — My Money Blog
Keeping track of TIPS yields is useful because it provides a baseline of the return you can get by taking...
What Tax Bracket Am I In? Complete 2026 Guide
Key Takeaways What tax bracket am I in? Your 2026 federal tax bracket depends on your taxable income and...
Bank Accounts, Treasury Bills, Money Markets, ETFs – August 2026 — My Money Blog
Here’s my monthly survey of the best interest rates on cash as of August 2026, roughly sorted from shortest to...
How Long Does It Take to Fix Tax Identity Theft?
Key Takeaways Tax identity theft can take 19 to 20 months to resolve on average, despite the IRS’s stated 120-day...
TaxConnex Named to the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies
We’re proud to share that TaxConnex has been named to the 2026 Inc. 5000 list, Inc.’s annual ranking of the...
Do Widows Pay Taxes on Life Insurance Payouts?
Key Takeaways Most widows do not pay federal income tax on life insurance payouts. Death benefits paid to a named...
What Does IRS Notice CP53E Mean? A Complete Guide for Taxpayers
Key Takeaways IRS Notice CP53E means the IRS could not issue your tax refund by direct deposit due to incorrect,...
