Paul D Diaz EA MBA Tax & Wealth Advisor

07/20/2026

Retired disabled first responder? A new federal law may make certain disability pensions tax-free beginning in 2027. Watch this video to learn what it could mean for you.

07/13/2026

Learn how the 180-day rule may allow certain 2026 capital gains to be deferred through a Qualified Opportunity Fund investment.

07/09/2026

Employers of all sizes can assemble a portfolio of fringe benefits that materially increase employees’ total compensation while delivering tax advantages to both the business and employees.

Learn how online fundraising campaigns impact your tax liability and discover proactive strategies to manage IRS obligations effectively.

06/29/2026

Learn how short-term and seasonal home rentals can affect your taxes, including income reporting rules and available tax benefits.

06/24/2026

CEO confidence just experienced one of its sharpest declines on record. Here's why smart business owners focus less on predicting the economy and more on planning for what comes next.

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06/22/2026

Need summer child care while school is out? Learn which child care expenses may qualify for valuable tax benefits for working parents.

06/15/2026

Surrendering, selling, or transferring a life insurance policy can lead to different tax implications. Watch this video for a brief overview.

06/08/2026

Taxpayers with deferred capital gains in Qualified Opportunity Funds should prepare now for the potential tax liability due in 2026 and explore available tax-saving strategies.

06/02/2026

Learn how Health Savings Accounts and High-Deductible Health Plans can lower taxes, reduce healthcare costs, and help build long-term savings.

06/01/2026

If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.