Blog

Carla Medrano

Taxation of Cryptocurrency Transactions

The IRS recently issued new cryptocurrency guidance and is intensifying its efforts to identify taxpayers who bought or sold cryptocurrency and didn’t report it on

Hindsight is 20/20. Foresight Isn’t.
Jimmy Zimmerman

Hindsight is 20/20. Foresight Isn’t

Over the course of the holidays, it’s not unusual for the stock market to be a topic of conversation at a dinner party or other

Timing Isn't Everything
Jacob King

Timing Isn’t Everything

Over the course of the holidays, it’s not unusual for the stock market to be a topic of conversation at a dinner party or other

FAANG Mentality
Tra Sullivan

How Markets Work and the FAANG Mentality

Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s

End of Year Tax Planning
Paula Allgood

End of Year Tax-Planning Reminders

2019 has flown by and we are quickly approaching the holiday season. It is also year-end tax planning season and we are here to help!

IRS2Go
Deanne Wilson

The IRS Launches IRS2Go Mobile App

IRS2Go is the Official Mobile App of the IRS Check your refund status, make a payment, sign up for helpful tax tips, and more! IRS2Go

Déjà Vu All Over Again
Jacob King

Déjà Vu All Over Again

Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals.  Investment fads are nothing new. When

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