Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
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.
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
HSA expert Roy Ramthun, who helped the White House implement HSAs into law, explains how they work and tips for maximizing the benefit of HSAs.
Financial advisor Eric Brotman explains whole life insurance: who it’s best suited for, its tax and estate planning benefits, and how to use it to invest.
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.
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.
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.
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.
I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.