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The wikipedia for tax, personal finance, and investment information. Whether you're an accountant, advisor or a regular investor, Reconcile University has all the educational content for you!

Types of IRS Audits

The three common types of IRS audits are correspondence audit, office audit and field audit. In this post, we break down the three types of IRS audits and the best ways to respond to them.

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How far back can the IRS audit me?

There are many factors that determine how far back the IRs can audit you. Typically, the IRS can audit previous tax returns for up to three years and, in some cases, even further back.

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What are Carryforward Losses and how to use them?

In this video lesson, we take you through the details of carryforward taxes- how they work and how you can use them to lower your future tax bills and maximize your savings.

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Tax Implications of Employee Stock Options

Since employer stock options are so common these days across the public and private sector, here's a short primer to help you avoid a nasty tax bill.

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Types of IRS Audits

The three common types of IRS audits are correspondence audit, office audit and field audit. In this post, we break down the three types of IRS audits and the best ways to respond to them.

Read More →

How far back can the IRS audit me?

There are many factors that determine how far back the IRs can audit you. Typically, the IRS can audit previous tax returns for up to three years and, in some cases, even further back.

Read More →

What are Carryforward Losses and how to use them?

In this video lesson, we take you through the details of carryforward taxes- how they work and how you can use them to lower your future tax bills and maximize your savings.

Read More →

Tax Implications of Employee Stock Options

Since employer stock options are so common these days across the public and private sector, here's a short primer to help you avoid a nasty tax bill.

Read More →

How are NFTs taxed- Five tax scenarios to keep in mind when buying and selling NFTs

Whether you are an investor or an artist who creates and sells NFTs, understanding taxes on NFTs will save you from a surprise tax bill. This guide explains how NFTs are taxed.

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Save $$$ using Donor-Advised Funds

Donor-Advised Funds(DAFs) are a great way to give to charities and gain tax benefits at the same time. Here’s a quick guide on what DAFs are, and how they work.

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Tax planning- What you need to know about planning your taxes

Tax planning is an important aspect of personal financial management that can save you a great deal of money. Here's a quick guide on what tax planning is, when and how to get started.

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Alternatives to tax-loss harvesting

In this article, we outline the strategies you should use to minimize your tax liability if you have unrealized gains and no tax-loss harvesting opportunities.

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Capital Gains Taxes 101: 10 things to know

With tax season just around the corner and tax loss harvesting season rapidly approaching, here's a primer on how your capital gains taxes are calculated and how to optimize them.

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Types of IRS Audits

The three common types of IRS audits are correspondence audit, office audit and field audit. In this post, we break down the three types of IRS audits and the best ways to respond to them.

Read More →
How far back can the IRS audit me?

There are many factors that determine how far back the IRs can audit you. Typically, the IRS can audit previous tax returns for up to three years and, in some cases, even further back.

Read More →
What are Carryforward Losses and how to use them?

In this video lesson, we take you through the details of carryforward taxes- how they work and how you can use them to lower your future tax bills and maximize your savings.

Read More →