Tax & Finance

I publish illustrative scenarios prepared by my practice. The participants and conversations are fictional. These are not posts by real users, accounts of client experiences or reports of actual results.

Tax obligations, 1099-K reporting, international taxation, and financial compliance.

IRS Audit — estimated tax penalty avoidance
TikTok Creator Fund tax reporting under new US entity — 1099 and W-9 questions after Oracle/Silver Lake deal
Capital Gains Tax — missing 1099 from defunct exchange
Day Trading Tax Treatment — estimated tax penalty avoidance
IRS Audit — stock option exercise timing
No replies
Estimated Tax Payments — missing 1099 from defunct exchange
Foreign Account Reporting — home office deduction requirements
Day Trading Tax Treatment — Roth conversion tax planning
1099 Tax Issue — state tax when working remotely from different sta
IRS Auditing My Cash Business — Demanding 3 Years of Bank Statements
Didn’t File FBAR for 5 Years — How Bad Is the Penalty?
Missed the 45-Day Identification Window on 1031 Exchange — Tax Bomb
IRS Audit — FBAR filing for offshore accounts
Day Trading Tax Treatment — capital gains on inherited property
Day Trading Tax Treatment — missing 1099 from defunct exchange
IRS Questioning My S-Corp Salary as Too Low — $40K on $300K Revenue
IRS Says My Side Business Is a “Hobby” — Denying $30K in Deductions
Estimated Tax Payments — day trader wash sale confusion
Lost $45K Day Trading — How Much Can I Deduct?
IRS Audit — estimated tax penalty avoidance
When do I make the 475(f) mark-to-market election? First year trader
IRS Audit — estimated tax penalty avoidance
Day Trading Tax Treatment — home office deduction requirements
Should I set up an LLC for day trading? Hearing conflicting advice on tax benefits
State Tax Issue — stock option exercise timing
Foreign Account Reporting — state tax when working remotely from different state
Robinhood restricted my account for pattern day trading - $18K locked, can't withdraw
IRS Audit — capital gains on inherited property
State Tax Issue — capital gains on inherited property
1099 Tax Issue — estimated tax penalty avoidance
Day Trading Tax Treatment — state tax when working remotely from different sta
Big loss year on futures — Section 1256 carryback questions
Foreign Account Reporting — state tax when working remotely from different state
1099 Tax Issue — FBAR filing for offshore accounts
No replies
IRS Audit — Roth conversion tax planning
Estimated Tax Payments — foreign tax credit calculation
Capital Gains Tax — foreign tax credit calculation
Capital Gains Tax — day trader wash sale confusion
Parents' Estate ~$13M — Should We Be Worried About Federal Estate Tax?
Working Remotely From 3 States — Do I Owe Income Tax in All of Them?
Day Trading Tax Treatment — capital gains on inherited property
Estimated Tax Payments — foreign tax credit calculation
Foreign Account Reporting — foreign tax credit calculation
Capital Gains Tax — day trader wash sale confusion
Estimated Tax Payments — FBAR filing for offshore accounts
1099 Tax Issue — day trader wash sale confusion
IRS Audit — day trader wash sale confusion
Day Trading Tax Treatment — state tax when working remotely from different sta
Home office deduction worth the audit risk? W-2 employee working remotely full-time
Gift Tax Annual Exclusion 2025 — $19K or $18K? Confused About Lifetime vs. Annual
IRS Audit — home office deduction requirements
Day Trading Tax Treatment — day trader wash sale confusion
IRS says I should have been W2 not 1099 - now I owe $18K in back taxes??
Capital Gains Tax — state tax when working remotely from different state
Capital Gains Tax — state tax when working remotely from different state
Estimated Tax Payments — FBAR filing for offshore accounts
No replies
Foreign Account Reporting — estimated tax penalty avoidance
Working Remotely From 4 States This Year — Do I File in All of Them?
Estimated Tax Payments — foreign tax credit calculation
Foreign Account Reporting — estimated tax penalty avoidance
Day Trading Tax Treatment — stock option exercise timing
Estimated Tax Payments — Roth conversion tax planning
Capital Gains Tax — state tax when working remotely from different state
Estimated Tax Payments — stock option exercise timing
Confused about forex trading tax treatment - Section 988 vs 1256?
Foreign Account Reporting — estimated tax penalty avoidance
Day Trading Tax Treatment — estimated tax penalty avoidance
IRS Audit — stock option exercise timing
Estimated Tax Payments — FBAR filing for offshore accounts
No replies
Pattern Day Trader rules - can I avoid with a cash account?
State Tax Issue — day trader wash sale confusion
Capital Gains Tax — home office deduction requirements
Capital Gains Tax — FBAR filing for offshore accounts
1099 Tax Issue — FBAR filing for offshore accounts
1099 Tax Issue — FBAR filing for offshore accounts
IRS Audit — day trader wash sale confusion
Estimated Tax Payments — day trader wash sale confusion
Estimated Tax Payments — FBAR filing for offshore accounts
Estimated Tax Payments — stock option exercise timing
Invested in QOZ Fund 2 Years Ago — Can I Still Get Capital Gains Deferral?
State Tax Issue — stock option exercise timing
Day Trading Tax Treatment — missing 1099 from defunct exchange
Capital Gains Tax — stock option exercise timing
IRS Audit — home office deduction requirements
Capital Gains Tax — FBAR filing for offshore accounts
Day Trading Tax Treatment — missing 1099 from defunct exchange
Oregon Estate Tax Exemption Is Only $1M?! My Parents' House Alone Exceeds That
State Tax Issue — home office deduction requirements
Capital Gains Tax — estimated tax penalty avoidance
State Tax Issue — state tax when working remotely from different sta
IRS Audit — estimated tax penalty avoidance
Capital Gains Tax — capital gains on inherited property
Estimated Tax Payments — foreign tax credit calculation
State Tax Issue — foreign tax credit calculation
Capital Gains Tax — state tax when working remotely from different state
1099 Tax Issue — state tax when working remotely from different sta
Foreign Account Reporting — day trader wash sale confusion
State Tax Issue — day trader wash sale confusion
Foreign Account Reporting — day trader wash sale confusion
State Tax Issue — estimated tax penalty avoidance