Direct Indexing and Tax Loss Harvesting
May 10, 2025What is direct indexing? Simply, instead of buying a specific index fund (like the S&P 500, Total U.S. market, etc),…
Gifting Strategies
May 3, 2025A few weeks back, I covered the topic of gift taxes in depth. Today, I want to share a few…
Tax Tips for W2 Employees
March 8, 2025Haven’t filed your taxes? FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax return, $14.99 for state…
Homeownership Tax Tips
January 25, 2025If you own a home or are planning to buy one, there are a few things you need to know…
15 Tax Tips
November 30, 2024November is the best time for tax planning. Here are 15 tax moves to lower your taxes (now & in…
Tax smart withdrawals
August 3, 2024Over the past 5-10 years, the Financial Independence Retire Early (FIRE) movement has gained popularity on social media. The concept…
Car Tax Credit
July 20, 2024In this newsletter, I want to discuss tax credits available when buying a car. There are two main credits: Let's…
How to lower your taxes
June 15, 2024There are many things you can do to lower your taxes, such as contributing to an HSA or 401(k), or…
Tax efficient placement
May 25, 2024This week’s issue is a short one because I’m getting married tomorrow! I wanted to discuss efficient tax fund placement.…
How to pay less taxes with a W-2
March 23, 2024In this newsletter issue, I share a few strategies that can help you lower your taxes. Some of these strategies…
Subscribe
We will never sell your info.