Tax Lady 1040

08/25/2026

Donating long term appreciated stock (publicly traded shares held more than one year) to a qualified charity is a high impact way for donors to support causes while obtaining favorable tax treatment.

Learn how donating long-term appreciated stock can provide a charitable deduction, avoid capital gains tax, and create a more tax-efficient gift.

08/24/2026

An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.

08/24/2026

https://www.podbean.com/ew/pb-mieg3-1b2f347

Virginia Gibbs, also known as TAXLADY1040, joins us on Podcast Lake County to highlight the wide range of tax services that her business provides. As a minority-owned, woman-owned, and veteran-owned business celebrating over 10 years of service, Gibbs and her team provide individual tax preparation....

08/21/2026

The holiday season starts earlier than many business owners realize. Discover seven proactive financial moves to strengthen cash flow, manage inventory, and optimize taxes before Q4.

Prepare your business for the holiday rush with seven financial moves to improve cash flow, manage inventory, and optimize taxes before Q4.

08/17/2026

Passing a tax law is only the beginning. See how upcoming Treasury and IRS guidance could shape tax planning and implementation of the OBBBA.

Explore Treasury’s 2026 Priority Guidance Plan, OBBBA implementation, regulatory changes, and what evolving IRS guidance could mean for tax planning.

08/17/2026

Cryptocurrency transactions can have tax consequences. Learn what to know about digital assets and when professional tax guidance may help.

08/14/2026

Interest rates remain elevated, making every borrowing decision more important. Learn when to refinance, finance equipment, lease, or pay down debt—and how tax planning can lower your true cost of capital.

Learn when to refinance, finance, lease, or pay down debt—and how tax planning can reduce borrowing costs.

08/13/2026

Medicaid waiver payments can create unusual tax issues because they sit at the intersection of health care, social services, and the tax code. For many caregivers, these payments are not just compensation for providing daily care; they can also affect eligibility for the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC).

Learn how Medicaid waiver payments are taxed, when they may be excluded from income, and how they can affect the EITC and Additional Child Tax Credit.

08/11/2026

Learn how cryptocurrency is taxed, including selling, spending, mining, staking, crypto payments, charitable donations, capital gains, and IRS reporting.

Learn how cryptocurrency is taxed, including selling, spending, staking, mining, crypto payments, donations, capital gains, and IRS reporting rules.

02/17/2026

Presidents Day week is peak time for phone traffic. Skip the wait: Use an IRS Online Account to get your tax records, make payments and more. www.irs.gov/accounts