Navigating complex income tax rules for earners in the 'messy middle'

Income tax rules are more complex than ever, even more so for those earning between $150,000 and $500,000. The solution?

Home office tax deduction: Work from home write-offs in 2026

Can you claim the home office deduction on your taxes this year?

North Carolina Sets New Sports Betting Tax Reporting Standard

North Carolina's new sports betting tax reporting bill gives the state direct access to sportsbook data, setting a standard ...

The 0% Capital Gains Bracket Exists. Here’s Why Most People Never Use It.

If you own a taxable brokerage account, there’s a tax bracket sitting right above the standard deduction where Uncle Sam ...

J.P. Morgan sees tax change uncertainty reshaping wealth plans

The new tax law has changed the calculus for many wealthy families. Those with assets spread across retirement accounts, ...

What Is a Tax Base? Definition, Formula, and Examples

A tax base is the total amount of assets, income, and economic activity that can be taxed by a government or other tax ...
Forbes

How To Give Your IRA To Charity Tax-Free — And The Mistakes That Will Cost You

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. This voice experience is generated by AI. Learn more. This voice experience ...
LinkedIn

2/37 Itemized Deduction Limitation Applies to Trusts and Estates

BREAKING - JCT BLUE BOOK AND FOOTNOTE 102 5-29-26 THE 2/37 ITEMIZED DEDUCTION LIMITATION APPEARS TO APPLY TO DNI FROM TRUSTS AND ESTATES - 2026 PLANNING MAY BE REQUIRED - QUICK READ FOR TRUST OFFICERS ...