Software Alone Isn’t Sales Tax Compliance: Why People Still Matter

Sales tax automation has become an essential part of compliance, but automation alone doesn’t guarantee accuracy. While technology can support certain tasks,...

Portfolio Personal Rate of Return Calculator Tool (Estimate) — My Money Blog

Fixed for 2026. I initially wrote this calculator in 2007. Hey, at least you know it wasn’t AI! Some of...

Schedule C Mistakes That Trigger IRS Audits  Optima Tax Relief

Key Takeaways   Schedule C returns face higher audit risk because income and deductions are self-reported, making even small errors easy...

Callan Periodic Table of Investment Returns 2025 Year-End Update — My Money Blog

Callan Associates updates a “periodic table” annually with the relative performance of 9 major asset classes over the last 20...

Are Incarcerated Individuals Required to File Taxes?

Key Takeaways    Incarceration does not eliminate tax filing requirements. Whether incarcerated individuals must file taxes depends on income, filing status, and the...

Sales Tax Compliance Is More Than Filing Returns (Here’s What It Really Involves)

Sales tax compliance often gets reduced to one task: filing returns. In reality, it’s an ongoing, multi-step process that becomes more complex...

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