--- title: Tax Blog | Investment Management description: Investment Management | Tax Blog --- Weclome [![Logo](https://bh-co.flywheelstaging.com/wp-content/uploads/2025/08/l2-1.png)](https://bh-co.com/) ** - [** Blog](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [** Make A Payment](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [** Client Logins & Document Sharing](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [** Important Disclosures](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [**](https://www.facebook.com/) - [**](https://www.instagram.com/) - [**](https://x.com/) - [**](https://www.linkedin.com/) [![Logo](https://bh-co.flywheelstaging.com/wp-content/uploads/2025/08/l2-1.png)](https://bh-co.com/) ** - [** Blog](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [** Make A Payment](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [** Client Logins & Document Sharing](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [** Important Disclosures](https://blog.bh-co.com/blog/tax/tag/investment-management#) - [**](https://www.facebook.com/) - [**](https://www.instagram.com/) - [**](https://x.com/) - [**](https://www.linkedin.com/) # Tax Blog ![](https://blog.bh-co.com/hubfs/Roth%20Catch-Up%20Contributions%20Are%20Becoming%20Mandatory%20for%20High%20Earners.png) [Financial Planning](https://blog.bh-co.com/blog/tax/tag/financial-planning), [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management), [Retirement Planning](https://blog.bh-co.com/blog/tax/tag/retirement-planning) [Roth Catch-Up Treatment Is Changing for Some High Earners](https://blog.bh-co.com/blog/tax/roth-catch-up-contributions-are-becoming-mandatory-for-high-earners) 12/2025 Starting in 2026, workers age 50 and over with higher earnings (based on prior-year wages) who make catch-up contributions to... [ Read More ](https://blog.bh-co.com/blog/tax/roth-catch-up-contributions-are-becoming-mandatory-for-high-earners) ![](https://blog.bh-co.com/hubfs/Record%20Keeping.png) [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management) [New Law Removes IRS Reporting Rules for DeFi Platforms](https://blog.bh-co.com/blog/tax/new-law-removes-irs-reporting-rules-for-defi-platforms) 04/2025 President Trump signed legislation repealing IRS reporting rules for decentralized finance (DeFi) platforms, easing compliance... [ Read More ](https://blog.bh-co.com/blog/tax/new-law-removes-irs-reporting-rules-for-defi-platforms) ![](https://blog.bh-co.com/hubfs/Crypto%20Staking.png) [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management) [Are You Staking Digital Assets? Here’s What You Need to Know About Reporting Rewards for Tax Purposes](https://blog.bh-co.com/blog/tax/are-you-staking-digital-assets) 03/2025 If you’re involved in cryptocurrency or staking digital assets, you’ve probably wondered how your rewards are taxed. A recent IRS... [ Read More ](https://blog.bh-co.com/blog/tax/are-you-staking-digital-assets) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Blog-25-1-3.png) [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management) [Unlocking the Benefits of the 0% Capital Gains Tax Rate](https://blog.bh-co.com/blog/tax/unlocking-the-benefits-of-the-0-capital-gains-tax-rate) 07/2023 If your taxable income falls below certain thresholds, you may qualify for the 0% long-term capital gains tax rate—offering a... [ Read More ](https://blog.bh-co.com/blog/tax/unlocking-the-benefits-of-the-0-capital-gains-tax-rate) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Blog--3.jpg) [Financial Planning](https://blog.bh-co.com/blog/tax/tag/financial-planning), [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management) [2024 Health Savings Account Limits](https://blog.bh-co.com/blog/tax/2024-health-savings-account-limits) 07/2023 HSA contribution limits are increasing by over 7% in 2024, offering an even greater opportunity to save pre-tax dollars for... [ Read More ](https://blog.bh-co.com/blog/tax/2024-health-savings-account-limits) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/fair-market-value-3.jpg) [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management) [Defending Fair Market Value](https://blog.bh-co.com/blog/tax/defending-fair-market-value) 11/2021 Fair market value plays a critical role when buying, selling, or donating property—and getting it wrong can lead to unexpected... [ Read More ](https://blog.bh-co.com/blog/tax/defending-fair-market-value) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/QMR-2-3.png) [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management) [Understanding Tax Terms: Wash Sales](https://blog.bh-co.com/blog/tax/understanding-tax-terms-wash-sales) 08/2020 You may be considering booking stock losses due to recent market drops in order to save on your bill from Uncle Sam. Selling... [ Read More ](https://blog.bh-co.com/blog/tax/understanding-tax-terms-wash-sales) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Taxation-of-Cryptocurrency-Transactions-3.png) [Tax](https://blog.bh-co.com/blog/tax/tag/tax), [Investment Management](https://blog.bh-co.com/blog/tax/tag/investment-management) [Taxation of Cryptocurrency Transactions](https://blog.bh-co.com/blog/tax/taxation-of-cryptocurrency-transactions) 02/2020 The IRS recently issued new cryptocurrency guidance and is intensifying its efforts to identify taxpayers who bought or sold... [ Read More ](https://blog.bh-co.com/blog/tax/taxation-of-cryptocurrency-transactions) ![post-loader](https://blog.bh-co.com/hubfs/post-loader.gif)