Cryptocurrency is treated as property for federal tax purposes, even though many taxpayers think of it like a stock or a currency. This article examines how IRS guidance on basis, losses, and income timing creates practical tax considerations for those active in cryptocurrency.

Tax timing and tax deferral are often confused, but they’re not the same. This post explains the difference between economic gain (realization) and when income becomes taxable (recognition)—and why it matters for planning.

Illustrated graphic showing a diverse group of professionals representing employee ownership, highlighting ESOPs as a tax-efficient business exit strategy that preserves company culture and rewards employees.

Cost segregation and short-term rentals sound like powerful tax strategies, but most investors don’t realize the IRS rules that determine whether they can actually use the losses. Learn how the Passive Activity Loss rules, material participation, and Real Estate Professional Status impact your tax planning.

A clear, practical overview of the New Markets Tax Credit and how IRC §45D financing helps developers bring essential community projects to life.

Discover how real estate investors can strategically defer capital gains taxes through a 1031 like-kind exchange. This guide breaks down the IRS rules, timelines, and benefits—plus explains how working with a qualified intermediary and tax counsel helps preserve wealth and reinvest profits. Learn how to “swap ‘til you drop” and build long-term value through smart tax planning.