Jan 11, 2026 | Blog, Fair Market Valuations (FMV)
Missing a Fair Market Value deadline does not mean you have done something wrong or triggered an immediate penalty. However, late or missing FMV can create avoidable complications if not addressed. Understanding the potential impact helps you stay ahead of issues and...
Jan 11, 2026 | Blog, Fair Market Valuations (FMV)
Fair Market Value reporting often feels more intimidating than it needs to be. For many investors, seeing a number attached to their retirement account can trigger unnecessary concern about taxes, performance, or whether they did something wrong. The most important...
Jan 11, 2026 | Blog, Fair Market Valuations (FMV)
A common question investors ask is whether they need to pay for a professional valuation or appraisal every single year. In most cases, the answer is no. The IRS does not require a formal appraisal annually for every asset. Instead, it requires a reasonable, good...
Jan 11, 2026 | Blog, Fair Market Valuations (FMV)
Fair Market Value plays a direct role in how Required Minimum Distributions and inherited retirement accounts are administered. While FMV itself does not create taxes, it provides the foundation for important calculations that affect compliance. Understanding this...
Jan 6, 2026 | Blog, Tax Bites
Every year, severe storms, flooding, wildfires and other disasters affect millions of taxpayers. Many experience casualty losses from damage to their homes or personal property. The One Big Beautiful Bill Act (OBBBA), signed into law last year, generally made...
Jan 5, 2026 | Blog, Self-Directed IRA Investing
What Actually Changed and Why Investors Need to Pay Attention Introduction January brings noise. Investors want clarity. Each new year arrives with a flood of headlines, summaries, and last minute posts breaking down what changed and what did not. By the time most...
Dec 30, 2025 | Blog, Tax Bites
A new year brings many new tax-related figures for businesses. Here’s an overview of key figures for 2026. Be aware that exceptions or additional rules or limits may apply. Depreciation-Related Tax Breaks Bonus depreciation: 100% Section 179 expensing limit: $2.56...
Dec 29, 2025 | Blog, Contributions
As the year winds down, it is helpful to shift your focus toward what you can set in motion for 2026. A new year brings new contribution limits, new goals, and new opportunities to strengthen your retirement strategy. Planning ahead now allows you to start January...
Dec 23, 2025 | Blog, Tax Bites
Did you know there’s a tax-advantaged way to save for the expenses of a person with a disability that’s similar to saving for college expenses with a Section 529 plan? Achieving a Better Life Experience (ABLE) accounts can help fund qualified disability expenses for...
Dec 22, 2025 | Blog, Self-Directed IRA Investing
As 2025 comes to a close, it is worth taking a step back to look at what this year taught self directed investors. The past twelve months brought a mix of market volatility, notable tax updates, and continued growth in the alternative investment space. Through it all,...
