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.
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.
16 essential estate planning checklist topics to protect your family and give you peace of mind (HYW009)
Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
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.
How to be strategic with your retirement accounts with Roger Ma, CFP (HYW005)
Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
IRAs, Roth IRAs, and how to get the tax benefits of BOTH (HYW004)
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
Everything you need to know about 401Ks (HYW003)
A comprehensive framework for understanding how 401ks work and how to use them strategically.