Posts by Jerry Mahan

tax considerations crypto
Tax Considerations for Investing in Cryptocurrency

This article discusses U.S. federal tax consequences for businesses and individuals that hold or transact…

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How to Realize Tax Savings When Tax Rates Increase

If the Biden Administration’s proposed rate increases are enacted, the timing of income recognition and…

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estate tax planning 2021
Estate Tax Planning in 2021: What You Can Do Now

While the gift and estate tax exemption is scheduled to drop to approximately one-half the…

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House Committee Releases Tax Proposals
House Ways and Means Committee Releases Initial Tax Proposals

On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes…

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infrastructure package
Senate Approves Infrastructure Bill & Advances Budget Reconciliation Process

The Senate voted to advance a roughly $1 trillion infrastructure package consisting of "Infrastructure One"…

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Cryptocurrency Reporting Requirements Update
New Reporting Requirements for Crypto Transactions Included in Senate Infrastructure Bill

The Senate's proposed infrastructure bill would require cryptocurrency exchanges (or brokers) to report transactions to…

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section 1202
Potential Benefits of QSBS Exemption Continue to Grow

The capital gains exemption for qualified small business stock (QSBS) may become even more valuable…

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cryptocurrency individual tax
Individual Taxes and Cryptocurrency: What You Need to Know

The world of cryptocurrency seems to increasingly dominate headlines, and more than ever, we’re seeing…

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Massachusetts Millionaires Tax
Massachusetts ‘Millionaire’s Tax’ Headed for 2022 Ballot

In Massachusetts, the state legislature has voted to advance a public measure that would require…

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Green Book Individual Tax
Treasury’s Green Book: Individual, Capital Gains, and Estate Tax

The Treasury's "Green Book" provides more details on the Biden administration's individual tax proposals previously…

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