Investing

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A Guide to Maximizing Tax-Free Gains with QSB Stock and OBBBA

If you operate your business as a C corporation, you may be sitting on one of the most powerful wealth-building tools in the Internal Revenue Code: the Qualified Small Business (QSB) stock exclusion. Historically known as Section 1202, this provision allows founders and investors to exclude significant portions of their capital gains from federal income tax.

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Russo CPA Tax Tip Article Image: Mouse Trap snapped closed on U.S. dollar pile

Understanding the Tax Treatment of Cryptocurrency

The tax treatment of cryptocurrency, particularly for activities like “staking,” has become a critical topic for investors. The IRS continues to clarify its position on digital assets, with new rules and reporting requirements taking effect in 2025. Here’s an updated look at what you need to know.

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11 Facts About Capital Gains and Losses

When you sell a capital asset, such as a home, household furnishings, or stocks and bonds held in a personal account, the difference between the amount you paid for the asset and its sales price is known as a capital gain or capital loss. Here are eleven facts you should know about how gains and losses can affect your federal income tax return.

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The Qualified Small Business Stock Exclusion

As the driving force in today’s economy, small businesses benefit from numerous tax breaks in the tax code. One of these, the Qualified Small Business Stock (QSBS), was made permanent by the PATH Act (Protecting Americans from Tax Hikes Act of 2015). If you’re a small business investor, here’s what you need to know about this often-overlooked tax break.

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Russo CPA Tax Treatment of Selling Collectibles 2023

Tax Treatment of Selling Collectibles

If you enjoy collecting antiques and collectibles or investing in fine art, wine, or vintage cars, there may be a time when you’re ready to cash in and reap the financial rewards. But you need to be aware of the tax impact of selling collectibles.

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