Paul D Diaz EA MBA Tax & Wealth Advisor

05/18/2026

The combination of HSAs and HDHPs can be a good option to empower consumers with greater control over their healthcare spending with tax advantages.

05/11/2026

Section 529 plans are a powerful financial tool designed to encourage saving for future education costs in a tax-advantaged manner.

05/04/2026

Learn how OBBBA changes opportunity zone investments after 2026, including new deferral rules and the return of the 10% basis step-up.

05/01/2026

New policies target drug prices and retirement access. Here’s what the latest White House announcements mean for Americans.

04/30/2026

Waiting on your tax refund? Learn why delays happen, what a CP53E notice means, and the steps you can take now to track and resolve your refund.

04/29/2026

States are debating millionaire taxes, wealth taxes, and luxury property surcharges. Here’s where major 2026 proposals stand nationwide.

04/27/2026

Launching a crowdfunding campaign? You might be surprised—some donations, perks or goal payouts can trigger IRS taxes. Don’t let a successful fundraiser become a tax headache. Find out how Paul D. Diaz, EA at THE TAX CUTTERY can help.

Discover the tax implications of crowdfunding. Paul D. Diaz, EA at THE TAX CUTTERY® provides nationwide tax planning for online fundraising campaigns.

04/24/2026

Business owners: stay ahead—May brings two payroll deadlines: May 11 (Form 941 Q1, but only if your deposits were timely) and May 15 (April monthly deposit). Missing them can mean penalties—did you know the 941 extension depends on on-time deposits? Find out what to do.

Stay compliant this May 2026. Explore employer tax deadlines, deposit due dates, and disaster extensions with Paul D. Diaz at THE TAX CUTTERY®.

04/23/2026

Big update for investors: the OBBBA makes Opportunity Zones permanent — and delaying a 2026 gain into 2027 could unlock a rolling 5‑year deferral plus a 10% (or 30% for rural deals!) basis step‑up. That move could shave 10–30% off your tax hit. Find out if timing your sale can protect your wealth. Check it out.

Learn why delaying capital gain reinvestment until 2027 may offer better tax benefits under new Opportunity Zone rules and maximize long-term savings.

04/22/2026

College acceptance season is here. Learn how parents can compare net costs, use smart funding strategies, and make tax-efficient decisions.