October 31, 2026
The SPIVA U.S. Mid-Year 2026 report shows 93% of large-cap stock mutual funds funds trailed the S&P 500 over the past 20 years.
October 24, 2026
PTE Tax Credit for CA Business Owners
Normally you pay California income tax personally on your share of the business’s profit. With the PTE election, the business pays a 9.3% California tax on that income instead, and you receive a matching credit on your personal California return.
October 17, 2026
IRS Crackdown On 351 Tax-Free Exchanges
Treasury and the IRS released a new ruling that treats Section 351 ETF “conversion” transactions as taxable sales, so investors who used the strategy may owe tax now.
October 10, 2026
Sell Your Business and Pay $0 in Capital Gains
It’s called Qualified Small Business Stock, or QSBS, and in the right circumstances, it lets you exclude a large portion — sometimes all — of the capital gains tax when you sell stock in your company.
October 3, 2026
Using an investment account as collateral for a line of credit (LOC) to fund retirement is a strategy known as "securities-based lending." Here's how it works and key considerations.
September 26, 2026
The deduction is real. Whether it’s right for you is a completely different question.