Basis — a tax blog

BASIS a tax blog by Steve Kobes

Welcome to the tax blog. Standard disclaimers apply. You can email me.

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2026-04-08 — Quasi-identical RSUs
2026-01-25 — Canadian taxation of Vanguard ETF conversions
2025-02-07 — US Foreign Tax Credit FAQ
2025-01-04 — Dual-status? Avoid TaxAct
2024-10-27 — A Roth 401(k) Odyssey
2023-09-21 — New talk: Cross Border Taxation
2022-08-21 — An RRSP FAQ
2021-11-25 — Citizenship-Based Taxation
2021-09-13 — Canadian Foreign Tax Credit
2021-04-07 — They do care!
2021-03-07 — Effectively complicated income
2021-01-22 — Update: IRS doesn’t like lump-sum after all?
2020-11-15 — The 60(j) rollover: 15% or 40%?
2020-04-18 — The advance refund is not an advance refund
2020-04-10 — Deadlines, Extensions, and Pandemics
2020-02-23 — Source and residence
2020-02-11 — The power to tax income in Canada
2020-02-08 — The power to tax income in the United States
2020-01-31 — Name of the blog