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EXPERT TAX TIPS - STAY IN THE KNOW


Tax Talk Thursday: Passive Loss Limitation Red Flags You Need to Know
Passive activity loss rules quietly limit how much rental and passive losses you can deduct each year. This week's Tax Tip Tuesday breaks down the income phase-outs, Real Estate Professional Status traps, and documentation gaps that turn a legitimate loss into an audit flag.
3 days ago3 min read


Tax Tip Tuesday: State Residency Warning Signs - When Your Old State Thinks You Never Left
Did you know that moving to a new state doesn't automatically end your tax obligations to your old one? Learn the six warning signs that your former state may still consider you a resident — and the steps you need to take to protect yourself from a costly audit.
May 56 min read


Tax Tip Tuesday: Foreign Bank Account Common Mistakes — And How to Avoid Them
US citizens and expats with foreign bank accounts face strict IRS and FinCEN reporting requirements. From FBAR to FATCA, learn the most common mistakes — and how to stay compliant.
Mar 176 min read
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