Tax guidance for investment income including digital assets, cryptocurrency, stock options, capital gains, and gambling winnings.
Understand the tax treatment of various investment and income sources including digital assets, stock options, capital gains, and gambling.
Virtual currency taxation, Bitcoin, Ethereum, mining, staking, DeFi, NFTs, reporting requirements, and basis calculations.
Tax treatment of incentive stock options (ISOs) and non-qualified stock options (NQSOs), same-day sale reporting, and AMT implications.
Investment property, holding periods, tax rates, mutual fund distributions, and wash sale rules.
Unearned income rules for children under 19 (and full-time students under 24), tax rates applied to excess unearned income, and filing requirements.
Additional Medicare tax (0.9%), net investment income tax (3.8%), AMT, Pease limitation, and strategies for high-income taxpayers.
Reporting gambling winnings, deducting gambling losses (must itemize), Form W-2G, diary requirements, and professional gambler status.
These guides reflect 2025 rules and limits. Refer to the 2026 versions above for current information.
Virtual currency taxation, Bitcoin, Ethereum, mining, staking, DeFi, NFTs, reporting requirements, and basis calculations.
Tax treatment of incentive stock options (ISOs) and non-qualified stock options (NQSOs), same-day sale reporting, and AMT implications.
Investment property, holding periods, tax rates, mutual fund distributions, and wash sale rules.
Unearned income rules for children under 19 (and full-time students under 24), tax rates applied to excess unearned income, and filing requirements.
Additional Medicare tax (0.9%), net investment income tax (3.8%), AMT, Pease limitation, and strategies for high-income taxpayers.
Reporting gambling winnings, deducting gambling losses (must itemize), Form W-2G, diary requirements, and professional gambler status.
Investment taxation can be complex. Schedule a consultation for strategies to minimize investment taxes.