Are You a Real Estate Dealer or Investor?

Are You a Real Estate Dealer or Investor?

Are You a Real Estate Dealer or Investor?Lisa Marie Brugman, EA
Published on: 13/07/2026

Are you a real estate dealer or an investor? The IRS classification can significantly impact your taxes. Learn the key differences, potential tax consequences, and how proper planning can help you maximize tax savings and avoid costly mistakes.

TaxesOtherIRSDeductions
What Happens if You Missed a Quarterly Estimated Payment?

What Happens if You Missed a Quarterly Estimated Payment?

What Happens if You Missed a Quarterly Estimated Payment?Lisa Marie Brugman, EA
Published on: 22/06/2026

Missed a quarterly estimated tax payment? You're not alone. Learn what happens next, how penalties and interest work, and the steps you can take to minimize the impact and get back on track with the IRS.

TaxesEstimated Taxes
Legal Settlement Payments

Legal Settlement Payments

Legal Settlement Payments Lisa Marie Brugman, EA
Published on: 25/05/2026

Legal settlements aren’t always tax-free. This guide explains which settlements may be taxable, when exceptions apply, how attorney fees are treated, and why the wording of your settlement agreement matters more than most people realize.

IncomeTaxesExpensesOther
Disaster Distribution

Disaster Distribution

Disaster DistributionLisa Marie Brugman, EA
Published on: 20/05/2026

Facing a Natural Disaster? Here's What to Know About Tapping Your Retirement Savings. If you've been hit by a hurricane, wildfire, or other major disaster, you might be eligible to access your retirement funds without penalties. Read this blog.

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