Net Investment Income Tax (NIIT): Understanding the 3.8% Surcharge
Navigate the 3.8% Net Investment Income Tax (NIIT). Learn who it affects, what's taxed, and expert strategies to reduce your NIIT liability.
Archive · 2014–2026
Search Cayman Journal
Articles 335
Opportunity Zones Explained: Deferring Capital Gains to 2027
Master capital gains taxes with Opportunity Zones. Defer gains until 2027 & unlock tax-free growth after 10 years. Understand QOF rules & deadlines.
Demystifying Form 8300: Reporting Cash Payments Over $10,000
Navigate Form 8300 requirements confidently. Learn to report cash payments over $10,000, understand "cash," avoid penalties, and ensure IRS compliance.
Offer in Compromise: Can You Really Settle Tax Debt for "Pennies on the Dollar"?
Overwhelmed by tax debt? Discover the IRS Offer in Compromise (OIC). Learn what it is, how it works, and exactly what it takes to qualify. Get clarity.
Can't Pay Your Taxes? Understanding IRS Currently Not Collectible Status
Facing IRS tax debt you can't pay? Discover how Currently Not Collectible (CNC) status offers temporary relief from collections due to financial hardship.
Donor-Advised Funds: Maximize Charitable Giving & Tax Savings
Maximize your charitable impact & tax savings with Donor-Advised Funds (DAFs). Get immediate deductions, avoid capital gains, & simplify donations.
Moving Expenses: Deductibility for Military vs. Civilians Explained
Clarify moving expense tax deductions. Learn updated rules for active duty military & civilians post-TCJA. Understand taxable employer reimbursements.
Airbnb Taxes: Navigating the 'Substantial Services' Trap for Hosts
Short-term rental hosts: Navigate the "Substantial Services" tax trap. Understand passive vs. active income to avoid self-employment tax and IRS penalties.
Turo Car Sharing Taxes: Demystifying Passive vs. Active Income
Navigating Turo taxes? Learn to classify your car-sharing income as active or passive. Understand self-employment tax, deductions, and optimize your tax strategy.
Hobby vs. Business: Navigating Your Side Hustle for Tax Success
Is your side hustle a hobby or business? Master IRS rules to maximize tax deductions, avoid penalties, & understand self-employment tax implications.
Choosing Your Home Office Deduction: Simplified vs. Actual Expenses
Navigate the home office deduction: Understand eligibility, compare the Simplified & Actual Expenses Methods, and choose the best strategy to reduce your taxable income effectively.
Sell Your Home: Maximize Tax Savings with the Section 121 Exclusion ($250k/$500k)
Selling your primary residence? Understand the Section 121 Exclusion to exclude up to $500,000 in profit from taxes. Learn eligibility & rules.
How Investors Are Preparing for a New Fed
Institutional investors quietly adjust portfolios amid fears of a less independent, more politically influenced Federal Reserve. Discover strategies to navigate Fed policy uncertainty.
Why a $500 Steak Dinner Only Yields a $25 Profit
A $500 steak dinner yields just $25 profit? Explore how high-end steakhouses face razor-thin 5-8% net margins due to soaring beef & labor costs.
Theme Parks’ New Strategy: Smaller, Cheaper and Shorter
The entertainment industry pivots to the high-end middle market. Discover smaller, affordable ($30-$75), high-impact experiences for busy lifestyles.
Dallas Is Booming—Except for Its Downtown
Dallas faces a downtown paradox: soaring metro growth vs. 28% CBD office vacancy. Learn why companies choose suburbs & what's next for the city's core.
Tech That Will Change Your Life in 2026
Experience 2026: foldable iPhones, smart home robots, EV supercars & mind-reading tech. Uncover AI's impact on daily life, healthcare & cybersecurity.
Family Offices Have Become the New Power Players on Wall Street
Family offices are quietly transforming global finance. Discover how these agile, patient capital power players are moving to direct investing & reshaping deals.
Warren Buffett and Private Equity Both Love Insurance. The Similarities End There.
Buffett's long-term compounding vs. PE's rapid returns: See how these titans invest insurance float, the financial world's unique, interest-free capital.
Sapporo to Sell Real-Estate Business to KKR-PAG Consortium in Major Strategic Shift
Sapporo sells its $3B real estate subsidiary to KKR & PAG consortium, sharpening its focus on core beverage & food businesses. Learn the impact.