Will Your 2026 Form 1099-DA Show Your Crypto Cost Basis?
Starting with 2026 sales, Form 1099-DA reports crypto basis only for covered units. Learn which coins qualify, what's left blank, and how to fix gaps.
The Mercer Street blog
Insights
Practical writing on tax, business, estate, and investment decisions from a CPA and CFP® in Houston.
Should You Roll Your Old 401(k) Into an IRA in 2026?
Should you roll an old 401(k) into an IRA? Compare costs, early-access rules and tax traps before moving retirement savings after a Houston job change.
Harris County Property Taxes Went Up. How Much Can You Deduct in 2026?
How much Texas property tax you can deduct in 2026 under the $40,400 SALT cap, the phase-down above $505,000 of income, and when to pay your Harris County bill.
What Happens to Your Opportunity Zone Deferred Gain on December 31, 2026?
Deferred a capital gain into a Qualified Opportunity Fund? The tax comes due on your 2026 return. What gets taxed, what survives, and how 2027 rules differ.
The College Planning Guide for High-Income and High-Net-Worth Families (2026)
How high-income Houston families pay for college in 2026: 529 superfunding, Texas 529 plans, Coverdells, UTMAs, Roth IRAs, trusts, the new FAFSA rules, Parent PLUS caps and strategies for grandparents and business owners.
Should You Buy Equipment Before Year-End? 2026 Bonus Depreciation and Section 179 for Houston Business Owners
How 100% bonus depreciation and the $2.56 million Section 179 limit work in 2026, the placed-in-service deadline, vehicle rules, and when buying doesn't pay.
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