Taxes and Investing in Plain Language

Taxes and Investing in Plain Language

Serving investors and their advisors since 2000

Some stories that caught our eye . . .

  • Some TurboTax Users Receiving Checks

    Some TurboTax Users Receiving Checks

    The company that helps many of us get refunds from the IRS is sending out some refunds of its own.

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  • A Gem from Warren Buffett

    A Gem from Warren Buffett

    Often quotable, the Oracle of Omaha didn’t disappoint at this year’s Berkshire Hathaway annual meeting.

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  • Crypto Still Not Foreign

    Crypto Still Not Foreign

    IRS has issued new guidance regarding cryptocurrency.

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  • From Fraud to Failure

    From Fraud to Failure

    A recent tax case involved a psychiatrist who had been charged with healthcare fraud. His plea deal required him to make some $2 million in reimbursements to Medicare and other insurers. Seeking to ease the pain, he filed for an income tax refund of over $800,000. He argued that he should be allowed to recover…

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  • New IRS Ruling on IDGTs

    New IRS Ruling on IDGTs

    A device often useful in estate planning goes by the peculiar name intentionally defective grantor trust, or IDGT. The terms of the trust are crafted to prevent the grantor (the wealthy individual who funded the trust) from being considered the owner for purposes of the estate tax. The income tax rules, however, treat the grantor…

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  • Bored Apes at the IRS

    Bored Apes at the IRS

    The IRS is considering the tax treatment of NFTs.

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