Jun 29, 2026
In this episode:
- Federal Scholarship Tax Credit (2027) — Up to $1,700 non-refundable credit for K–12 scholarship donations; no income limits; requires state opt-in
- Cryptocurrency staking rewards — Tokens taxable as income upon receipt; deferral legislation proposed but not yet law
- 1099-DA reporting (2027) —...
Jun 12, 2026
In this episode:
IRS call strategies – A tip for getting through when the IRS won't accept calls
• Tax identity theft – How fraudsters file returns using stolen Social Security numbers
• Qualified Small Business Stock (QSBS) – A little-known tax exclusion that could eliminate gains for eligible investors
•...