Beyond Bulls & Bears

This tax season don’t forget about digital assets

This tax season don’t forget about digital assets

When dealing with digital assets it’s important to keep records and consult a tax professional. Our Bill Cass explains the taxation rules around cryptocurrency.

Your ship finally came in. Now what?

Your ship finally came in. Now what?

Receiving an unexpected gift or inheritance is something that people may dream about. Our Bill Cass discusses some key considerations if that dream becomes reality and you do receive a financial windfall.

Seeking clarity at tax season: Tackling common confusions

Seeking clarity at tax season: Tackling common confusions

Navigating tax season can be even more confusing when facing the range of rules around IRA withdrawals, 529 plan distributions, and charitable deductions. Our Bill Cass details some common questions around tax filing.

Tax policy takes center stage: What to watch on Capitol Hill

Tax policy takes center stage: What to watch on Capitol Hill

As the debate heats up on Capitol Hill about extending the TCJA, there are several issues to watch including potential SALT cap relief and whether more tax cuts will be added to the final bill. Our Bill Cass highlights the latest on several key issues.

top