Paul D Diaz EA MBA Tax & Wealth Advisor

06/08/2026

Taxpayers with deferred capital gains in Qualified Opportunity Funds should prepare now for the potential tax liability due in 2026 and explore available tax-saving strategies.

06/02/2026

Learn how Health Savings Accounts and High-Deductible Health Plans can lower taxes, reduce healthcare costs, and help build long-term savings.

06/01/2026

If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.

05/18/2026

The combination of HSAs and HDHPs can be a good option to empower consumers with greater control over their healthcare spending with tax advantages.

05/11/2026

Section 529 plans are a powerful financial tool designed to encourage saving for future education costs in a tax-advantaged manner.

05/04/2026

Learn how OBBBA changes opportunity zone investments after 2026, including new deferral rules and the return of the 10% basis step-up.

05/01/2026

New policies target drug prices and retirement access. Here’s what the latest White House announcements mean for Americans.

04/30/2026

Waiting on your tax refund? Learn why delays happen, what a CP53E notice means, and the steps you can take now to track and resolve your refund.

04/29/2026

States are debating millionaire taxes, wealth taxes, and luxury property surcharges. Here’s where major 2026 proposals stand nationwide.

04/27/2026

Launching a crowdfunding campaign? You might be surprised—some donations, perks or goal payouts can trigger IRS taxes. Don’t let a successful fundraiser become a tax headache. Find out how Paul D. Diaz, EA at THE TAX CUTTERY can help.

Discover the tax implications of crowdfunding. Paul D. Diaz, EA at THE TAX CUTTERY® provides nationwide tax planning for online fundraising campaigns.