Alternative Minimum Tax (AMT) in 2026: The New Landscape under OBBBA
OBBBA has permanently extended the AMT exemptions amount from TCJA, but also accelerated the phaseout ranges. This article examines the impact of the new changes on AMT in 2026.
Differences between New York and New Jersey State Income Taxes
New York and New Jersey have a variety of differences in their state income taxes which can make calculating which state is optimal for tax purposes difficult to figure out. This article delves into some important differences that can help with determining that.
Donor-Advised Funds
Donor-Advised Funds (DAFs) are charitable giving accounts that allow one to front-load their donations in a single taxable year while retaining the flexibility to grant to various charitable organizations over multiple years.
Early Withdrawals for Roth IRAs, Backdoor Roth IRAs, & Mega Backdoor Roth 401ks
Just like how the principal of Roth IRAs can be withdrawn tax-free & penalty-free, the same can be done with Backdoor Roth IRAs & Mega Backdoor Roth 401ks if certain rules are followed.
Protecting your Identity: Credit Freezes and Fraud Alerts
Freezing your credit across ALL 3 credit bureaus is one of the best ways to prevent people from opening fraudulent accounts in your name. In addition, if you’ve been the victim of identity theft, you can set up a fraud alert with the credit bureaus.
What is Alternative Minimum Tax (AMT) and How Are ISOs Affected?
AMT, or Alternative Minimum Tax, is a secondary federal tax system parallel to the regular IRS tax system. Its purpose is to ensure taxpayers who receive too many deductions & tax breaks still pay a minimum amount of tax to the IRS.
An Overview of Qualified ESPPs (Employee Stock Purchase Plans)
Qualified ESPPs allow you to purchase stock at a discount from your company while offering favorable LTCG treatment if certain holding requirements are met.
Social Security Taxation & Avoiding Reduction of Benefits While Working
Social Security benefits may be taxable depending on your income level in retirement, and if you decide to take SS early before your full retirement age, you may receive a reduction in benefits if you are still working.
Avoiding Double Taxation on RSUs, ESPP, ISOs, and Other Company Equity
The sale of employer equity can result in double taxation if one is not careful with making the necessary cost basis adjustments.
Backdoor & Mega Backdoor Roth Strategies
Backdoor Roth strategies which allow high-income earners to still contribute to a Roth IRA and potentially super-contribute to their Roth 401k.
What is IRMAA?
An explanation of the IRMAA surcharge for Medicare Part B & D, and how you can avoid or lessen the amount you owe.
A Brief Overview of Medicare
An explanation of the various components of Medicare, what you’ll need to know before signing up, and how you can shop around for a plan.