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From our insights
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Tax Implications of Selling Your Primary Home
After years of rapid home price appreciation, many homeowners are now sitting on significant unrealized gains. Even with higher interest rates slowing transaction volume, values in many markets remain well above pre-pandemic levels. For homeowners who purchased years ago a sale today can easily trigger gains that exceed the $250,000 or $500,000 exclusion thresholds. That…
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Charitable Contribution Deductions in 2025 & 2026
Charitable giving remains deductible in 2025 and 2026, but who gets the benefit and how much changes, especially beginning in 2026. The rules differ based on whether: Below is a high-level summary followed by examples. Cash contributions can be made via cash, check, ETF, or credit card. Non-cash contributions generally consist of public or privately…
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The Return of the Itemized Deduction Limitation in 2026…
Under the Tax Cuts & Jobs Act (TJCA) the Pease limitation was suspended from 2018 – 2025. The Pease Limitation applied to high-income taxpayers and worked by reducing the value of a taxpayer’s itemized deductions by 3 percent for every dollar of taxable income above a certain threshold ($261,500 single; $313,800 married in 2017). In…
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States Decoupling from the OBBBA
By now, most taxpayers and practitioners have heard about the One Big Beautiful Bill Act that was signed into law on July 4, 2025. However, what’s often overlooked is the state tax implications of the OBBBA. States operate separately from the federal government so they don’t have to honor the changes enacted by the federal…
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Understanding the tax implications of a hobbies vs. businesses
The IRS is especially skeptical when a taxpayer shows repetitive losses over multiple years without making any changes to improve profitability – this is one of the strongest indicators of hobby activity. With that said, if you are incurring repeated losses, it would be important to understand the distinction between the IRS treating your activity…