Edge Financial Blog

We love writing about tax, talking about tax, and regaling all things tax.

Featured Article

Investing comes with risk. A lot of it. Of course, if you’re a seasoned investor, we’re surely not telling you anything new. After all, phrases like “all investments carry risk” are littered across online stockbroker websites, investing blogs...


Latest Posts

We’re tennis fans around here. We watch matches, have favorite players (Call us, Federer!), and heck—we even sponsor tournaments. The game of tennis is thrilling. However, as tax aficionados, there’s one thing about tennis we just find fascinat...

School has started. As a kid, this probably filled you with more than a bit of dread. As a parent, it might be a sweeping sense of relief (Don’t worry, we’re not here to judge!). Regardless, in most schools across the country, class is back in se...

Tax legislation can be hard to understand. And with large bills, it can take quite some time for all the fine details of a bill to be parsed through by experts. Case in point: The Tax Cuts and Jobs Act of 2017. Though this $1.5 trillion tax bill was ...

You may be spending the summer at your vacation home, or renting it out for part or the entirety of the season. No matter the case, how the IRS views your vacation residence depends on what it’s used for and how much you use it – we clear the...

As a first time investor, you’re likely focusing on how to maximize your gains and minimize your losses. But have you thought about how you’ll be taxed come next spring? The best way to approach the uncertainty of investments is by understanding ...

How the Most Common Life Events Change Your Taxes

Life comes at you fast, and when tax season rolls around, you may be surprised to find your financial situation has completely changed due to a major shift in your lifestyle, career, and family. We break down the 5 most common life events and how the...

What You Need to Know About HSA Contributions for 2018

The rules have changed yet again for HSAs, as the IRS reverses a rule instated for 2018 contributions. Your Health Savings Account may be an essential part of your financial affairs, and the following details will help you understand how to save for ...

Getting Divorced? What You Need to Know About Alimony Tax Changes

Under the new tax law, alimony payments are no longer deductible or taxable transfers. Here’s an overview of the changes and what they mean for divorced couples as well as those considering a divorce. What’s Changing? Under the Tax Cuts a...

Ready to get started?
Navigation