by Ryan Shumaker | Jul 20, 2026 | Blog
In June, headlines abounded about rocket maker/Starlink internet provider/X (formerly twitter)/artificial intelligence company SpaceX being the largest IPO (initial public offering of stock) in history. Hype abounded as well when trading of the company’s stock began...
by Ryan Shumaker | Jun 18, 2026 | Blog
A recent court decision in Kwong v. United States held that Internal Revenue Code § 7508A(d) should be applied to the COVID-19 federal disaster period and that most tax penalties or interest paid for the time period should be refunded. So, if you paid IRS penalties or...
by Ryan Shumaker | May 22, 2026 | Blog
Last month we detailed both the tax and control issues that come with a Trump Account. This month we’re discussing four existing alternative options that have more favorable tax treatment. With each of these options you’ll also be able to invest in a wide variety of...
by Ryan Shumaker | Apr 20, 2026 | Blog
Starting July 4th, Trump Accounts will go live, and opening one for any child born between 2025 and 2028 is an absolute no-brainer. For many in Kansas, it may also make sense for children born between 2016 and 2025. Most people probably should not contribute anything...
by Ryan Shumaker | Feb 23, 2026 | Blog
According to early IRS filing data, the average tax refund is over 14% higher so far this filing season compared to the same time last year, and the average refund is projected to be over $1,000 more. While many treat their tax refund like a spring bonus, the reality...
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