Stoy Hall, CFP and founder of Black Mammoth, shares how he talks to clients about getting organized, maximizing tax-advantaged savings, and aiming for one small, intentional tax bill.

The specific shares you choose to sell can raise or lower how much tax you owe on winners.

The IRS has released the new income limits for federal income tax brackets for the tax year 2026. The brackets you fall into determine how much you owe at tax time. For 2025 returns, which will be ...

Of course, people also use their digital assets like cash, which can muddy the waters. If you bought a certain coin as an investment, held it for a year, then used it as part of a trade or purchase, ...

Q. I have been reading about holding U.S. stocks in a tax-free savings account (TFSA), and how this could be problematic due to U.S. withholding taxes. I still have contribution room in my registered ...

A recent Wall Street Journal Tax Report emphasizes the importance of proactive tax planning for investors looking to lock in stock-market profits. As market values rise, taxes can significantly erode ...

You can use capital losses to offset gains, reduce taxable income and boost refunds. Learn smart tax strategies like harvesting and carrying forward losses.

The S&P 500 continues to build momentum in what's promising to be another year of double-digit growth for the index. For investors, attention already appears to be turning to tax season and the ...

While you can file belated returns by December 31, 2025, not adhering to the September 15 deadline will attract late-filing fees of Rs 1,000–Rs 5,000, besides other restrictions ...

Holding too much of one company's stock can put your financial future at risk. Here are four ways you can strategically unwind such positions without triggering a massive tax bill. Imagine building ...