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A diverse group of professionals seated around a long conference table, engaged in a focused meeting under soft overhead lighting—evoking strategic discussion and collaborative financial planning.

PTE SALT Cap Workarounds in 2025: Who Should Elect, When, and State-by-State Nuances

Explore how pass-through entity tax elections can help business owners in high-tax states manage the SALT cap changes in 2025.

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Two traders reviewing cryptocurrency tax data on a tablet, representing 2025 crypto tax rules and the upcoming wash sale changes.

What the Crypto Wash Sale Rule Means in 2025

Explore how new regulations regarding the wash sale rule are shaping tax planning for crypto investors in 2025.

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Section 179 vs Bonus Depreciation in 2025

The One Big Beautiful Bill Act has delivered some major upgrades to Section 179 and bonus depreciation. Find out what's new for your business tax planning in 2025.

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A group of people engaged in a discussion, symbolizing the complexities of understanding the Roth IRA 5-Year Rule.

Understanding the Roth IRA 5-Year Rule: Withdrawals, Conversions, and Timeline

Learn how contributions, conversions, and inherited accounts impact your retirement planning under the Roth IRA 5-Year Rule.

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Tax Advisor Weekly — October 3, 2025

This week’s roundup covers a government shutdown, Trump’s tariffs on movies, ACA premium tax credits, new truck and furniture tariffs, and Amazon’s tax-deductible FTC settlement.

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A man in a white long-sleeve shirt is holding a black digital tablet, symbolizing the concept of capital loss carryforward rules.

Our Guide to Capital Loss Carryforward Rules (Limits, Examples, and FAQs)

Learn how capital loss carryforwards work and how to use them to reduce your tax burden over multiple years.

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Harness selected for AWS x Meta Llama AI Program

Harness Selected for AWS x Meta Llama AI Program to Accelerate AI Innovation for Tax Advisors

Harness joins the AWS x Meta Llama AI Program to accelerate AI innovation for tax advisors, pioneering new use cases and shaping the future of AI.

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When Should an LLC Become an S-Corp? The $80K Rule Explained

Curious when to elect S-Corp status for your LLC? Learn how the $80K income rule affects tax savings, compliance, and whether this structure is right for your business.

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A woman stands among cardboard boxes, writing on a piece of paper at a desk with a laptop, symbolizing self-employed retirement planning.

The Pros & Cons of a SEP IRA vs Solo 401(k) in 2025

Discover the key differences between SEP IRAs and Solo 401(k) plans in 2025 as we explore their advantages, drawbacks, and eligibility factors.

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Tax Advisor Weekly — September 26, 2025

This week’s roundup covers the projected 2026 Social Security increase, IRS phasing out paper refund checks, expiring home energy credits, inflation’s test of the Fed, and expanding tip‑tax clarity.

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