Blog (EN)

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Mastering Tax Loss Harvesting for US Stocks and Cryptocurrencies: A Comprehensive Guide

Blog (EN), Tax, Investment /

Dive deep into Tax Loss Harvesting (TLH), a powerful tax-saving strategy for US stock and cryptocurrency investors. This guide covers its mechanics, optimal timing, the crucial Wash Sale Rule, specific considerations for crypto, and practical examples, empowering you to optimize your investment portfolio and reduce your tax burden.

Mastering Tax Loss Harvesting for US Stocks and Cryptocurrencies: A Comprehensive Guide 続きを読む »

How to Fill Out and Submit Form W-8BEN: Avoiding 30% Withholding Tax on U.S. Stock Investments

Blog (EN), Investment Tax /

This comprehensive guide details everything about Form W-8BEN, an essential document for Japanese investors to avoid the 30% U.S. withholding tax on dividends from U.S. stocks and benefit from the U.S.-Japan Tax Treaty. Learn about its basics, step-by-step filling instructions, submission obligations, validity, real-world case studies, common pitfalls, and FAQs. Master Form W-8BEN to optimize your U.S. stock investments.

How to Fill Out and Submit Form W-8BEN: Avoiding 30% Withholding Tax on U.S. Stock Investments 続きを読む »

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2025 Edition: US Cryptocurrency Tax Basics! A Complete Guide to Form 8949 and Schedule D

Blog (EN), Tax /

This 2025 guide provides a comprehensive and detailed explanation of US cryptocurrency tax basics for the 2024 tax year, focusing on Form 8949 and Schedule D. Learn about capital gains/losses, cost basis calculation, reporting mining rewards, specific case studies, common pitfalls, and FAQs to ensure complete understanding and compliance.

2025 Edition: US Cryptocurrency Tax Basics! A Complete Guide to Form 8949 and Schedule D 続きを読む »

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Detecting Duplicate Subscriptions and Forgotten Cancellations: A Comprehensive Guide Using Python and Bank Statements

Blog (EN) /

Leverage Python and Pandas to automatically detect duplicate subscription payments and forgotten cancellations by analyzing your bank statements. This comprehensive guide covers code examples, case studies, pros/cons, and essential tips from a tax professional’s perspective.

Detecting Duplicate Subscriptions and Forgotten Cancellations: A Comprehensive Guide Using Python and Bank Statements 続きを読む »

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Automate Expense Reporting with Gmail Approval Workflow using Google Apps Script

Blog (EN), Business Automation /

This article provides a comprehensive guide on how to implement an automated expense reporting approval workflow using Google Apps Script (GAS), integrating Google Sheets and Gmail. It covers workflow design, script creation, case studies, pros and cons, common pitfalls, and FAQs, aiming to enhance operational efficiency and speed.

Automate Expense Reporting with Gmail Approval Workflow using Google Apps Script 続きを読む »

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Navigating an IRS Audit: Your Comprehensive Guide to Responding and Preventing Notices

Blog (EN), Tax /

An IRS audit notice can be daunting, but with the right knowledge and preparation, it’s manageable. This guide, from an experienced U.S. tax accountant, details how to effectively respond to an audit notice and prepare tax returns to minimize audit risk. Learn to strengthen your tax compliance and approach audits with confidence.

Navigating an IRS Audit: Your Comprehensive Guide to Responding and Preventing Notices 続きを読む »

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Mastering the Backdoor Roth: How High-Income Earners Can Contribute to an IRA and Navigate the Pro-Rata Rule

Blog (EN), Tax /

The Backdoor Roth is a legal tax strategy for high-income earners to contribute to a Roth IRA despite income limits. However, the complex “Pro-Rata Rule” can lead to unexpected taxes if not managed carefully, especially with existing pre-tax Traditional IRA balances. This article provides a comprehensive guide to the Backdoor Roth process, a detailed explanation of the Pro-Rata Rule, calculation examples, and strategies for avoidance. It offers practical advice for high-income individuals seeking the tax-free growth and withdrawals of a Roth IRA, covering common pitfalls and FAQs.

Mastering the Backdoor Roth: How High-Income Earners Can Contribute to an IRA and Navigate the Pro-Rata Rule 続きを読む »