How the home sale capital gains tax exclusion works, the rules you must follow, and common mistakes sellers make that cut into the tax benefit.
529 college savings plans: rules, tax benefits, & qualified expenses (HYW026)
Ann Garcia, a CFP who specializes in and blogs about college financial planning, explains how 529 college savings plans can help you boost college savings.
Foreign earned income exclusion & expat taxes with Grace Taylor (HYW024)
Expat tax CPA (US) Grace Taylor shares advice on how to optimize taxes as an expat – whether you’re a company employee, digital nomad, or early retiree.
Opportunity zones explained: how they work & how to invest (HYW023)
David Sillaman, a pioneer in Opportunity Zone fund creation, explains key rules and tax benefits of Opportunity Zones: how they work and how to invest.
Tax Loss Harvesting: Rules and Strategies with Bob Dockendorff (HYW022)
I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.
How to earn 6 figures and legally pay zero taxes (updated for 2020) (HYW021)
I show you step by step how you can make over 6-figures in income with zero tax liability.
2020 federal income tax brackets and retirement contribution limits (HYW006)
2020 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
Tax loss harvesting and tax gain harvesting step by step
Learn how, when, and why to do tax loss harvesting and tax gain harvesting. How it works step by step, and the best strategy for maximizing tax savings from it.
How the final Trump tax bill affects you: analysis for early retirees
A clear explanation of how the Trump tax bill affects you, from W-2 income to investment income to real estate income to side business income.
2019 federal income tax brackets and retirement contribution limits
2019 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
