Going back to square one sounds simple, but the tax system is rigid. Even so, the IRS accepts unwound transactions if everything occurs in the same tax year.
Forbes Topics
Options To Improve Child Tax Credit For Low-Income Families: An Update
At year-end, families are waiting to see if Congress will expand the Child Tax Credit (CTC). Several modest options can help low-income families.
How Much Should I Contribute To My HSA?
A health savings account (HSA) is like a “super IRA,” so contribute as much as you can afford, subject to the IRS limits.
Interest Rates Continue Falling And The Passing Of Charlie Munger
We’re seeing probabilities of rate cuts in 2024 not only increasing but coming sooner than most expected.
Is Roche Stock Undervalued At $33?
After a 14% fall this year, Roche stock (OTCMKTS: RHHBY) looks like it can see higher levels.
Should High-Income Families Fill Out The FAFSA?
Skipping the FAFSA may not make much difference for those with high incomes, but most families should still consider filling out the FAFSA.
20 ‘First Steps’ For Financial Planning Startup Success
Financial discipline and planning are the backbones of startup success.
Down 50% From 2021, We Think There’s Upside For AT&T Stock
AT&T’s wireless subscriber growth has clearly slowed compared to last year, due to saturation in the wireless market and easing tailwinds from the Covid-19 lockdowns.
In The Rush To Implement AI, Remember The Power Of Human Interaction
This is not about efficiency at all costs; human interaction matters in the customer journey and in building strong companies.
What Financial Institutions Can Expect From Regulators In 2024
Financial institutions must prepare for a bevy of new regulations in 2024.