Legacy Complex Tax

02/17/2026

Own a highly appreciated property?

Before you sell and lose a large portion to capital gains taxes, there may be a smarter way.

A Charitable Remainder Trust (CRT) can help you:

✔ Avoid immediate capital gains tax
✔ Receive lifetime income
✔ Get a substantial charitable tax deduction
✔ Reduce estate taxes
✔ Leave a legacy to a cause you care about

Instead of writing a large check to the IRS, you can convert your appreciated real estate or investment property into a tax-efficient income stream — while supporting charity.

This strategy works best for:

• Highly appreciated real estate

If you’re planning to sell property valued at $750,000+ with significant gain, you should explore this before signing a sales contract.

Timing matters.

Contact Us Today to See if a CRT Makes Sense for You.

02/15/2026

Many of us are now receiving the tax documents we need to file our tax return. If you sold or disposed of digital assets using a broker, you might receive a new Form 1099-DA. Most of these statements will not include the basis for digital asset transactions in 2025 and you'll have to calculate the basis on your own to determine your gain or loss.

Don't forget: You must report any related income, gains, or losses, on your tax return, whether you receive a Form 1099-DA or not.

For more important reminders about digital assets, visit https://ow.ly/fpkE50Y7Gpc.

02/05/2026

02/03/2026

Past tax records can be helpful for future filings, applying for loans or verifying income. Taxpayers have a few options to access prior-year tax information from the including:

• Check your Online Account
• Contact your tax preparer or software provider
• Request a free transcript from the IRS

Learn more and get the tax information you need this filing season: https://ow.ly/B7tv50Y1iIs

02/03/2026

Can't wait to get your refund? Here's a tip: You can get your refund faster by filing electronically and requesting direct deposit. Most electronically filed returns are processed within 21 days. Best of all, the software checks for errors. You can correct any issues the software finds before you submit your return, which can help reduce delays.

For more details, visit www.irs.gov/efile.

01/02/2025

Don't drop the ball on your this New Year. Emmett the catfluencer and his human, Commissioner Werfel, share tips to keep your info safe and secure. Start the year right! www.irs.gov/securitysummit

12/14/2024

Gift cards are a great way to show people you care during the holiday season. Unfortunately, scammers are trying to trick taxpayers into giving them as payment for a fake debt. Did you know the never asks for or accepts gift cards as payment for a tax bill? In this tax tip, we explain how the scam works and signs of a possible fraudulent contact.

Get the latest details on gift card scams at https://ow.ly/O9iV50UkXcq.

12/06/2024

Looking for ways to help your community beyond the holiday season? You can make a difference by helping low-to-moderate income families through the Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) Programs.

Visit www.irs.gov/volunteers to learn how you can become an -certified volunteer.

12/05/2024

Giving your used car to a qualified tax-exempt organization is a great way to help your community. You may also get a tax deduction! Before you donate, the has important information on what to expect when donating your vehicle. Knowing this information ahead of tax time can help you when you're ready to file in the new year.

Find out more about donating your car at www.irs.gov/pub526.

12/05/2024

As tax season approaches, the is reminding people of simple steps they can take now to to file their 2024 federal tax returns. Learn more at https://ow.ly/ch8X50UeZQx

12/05/2024

Employing family for your small business? Certain tax rules may apply when hiring your spouse, parent or child for your . Family employee wages are subject to certain income tax withholding depending on the business structure.

Check out https://ow.ly/Si9k50UalZo for more information.

01/18/2024