Shane Mason, whose CPA firm specializes in advising entrepreneurs and tech workers, shares tips and strategies on stock option and RSU tax planning.
1031 exchanges: what real estate investors need to know (HYW072)
Bill Exeter, a four-decade industry veteran, teaches us all about 1031 exchanges. This insight-packed episode could save you 6-figures in taxes.
Tax filing updates to be aware of this year (tax year 2020) (HYW067)
Katelynn Minott, CPA and managing partner at Bright!Tax, shares key tax filing updates to be aware of when you file your tax returns this year.
Asset location for non-traditional assets + considerations for early retirees (HYW063)
Jonathan Duong, CFA, talks about asset location considerations for non-traditional assets + asset location considerations for early retirees.
Asset location: What assets should you hold in each account to minimize taxes? (HYW062)
Jonathan Duong, CFA, shares tips on tax-efficient asset location for stocks, bonds, and real estate investments.
FIRE goal setting for the new year (HYW061)
Goal setting, mindset, and behaviors to help you make big strides toward your FIRE goals this year + FIRE community leaders share new year’s advice.
How to FIRE with confidence, step by step (HYW060)
I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.
How to set your target asset allocation and rebalance your portfolio efficiently (HYW058)
How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.
Section 199A: how small business owners can skip 20% of their taxes (HYW056)
Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
Election day special: potential tax law changes coming? (HYW055)
6 key areas where the tax code may change under a new administration, plus how it might impact your personal finances and actions you can take now.
