Chief Tax Officer and Lead Tax Attorney at Optima Tax Relief, Phil Hwang, Appointed National Chair of IRS Taxpayer Advocacy Panel
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Chief Tax Officer and Lead Tax Attorney at Optima Tax Relief, Phil Hwang, Appointed National Chair of IRS Taxpayer Advocacy Panel

Jan 21, 2026

Optima Tax Relief announced today that Philip Hwang, its Chief Tax Officer and Lead Tax Attorney, has been appointed National Chair of the Taxpayer Advocacy Panel (TAP) for 2026. TAP...

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What is the Safe Harbor Rule for Underpaying Estimated Tax? 
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What is the Safe Harbor Rule for Underpaying Estimated Tax? 

Jan 17, 2026

Key Takeaways  Safe harbor tax rules protect against IRS underpayment penalties, not balances owed, by meeting specific payment thresholds during the year, even if additional tax is due at filing.  Taxpayers avoid...

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Tax Benefits of Health Savings Accounts
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Tax Benefits of Health Savings Accounts

Jan 16, 2026

Key Takeaways  HSAs provide triple tax advantages with tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses.  To qualify in 2026, you must have an HSA-eligible HDHP with...

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