2025 Tax Season
February 7, 2026The 2025 tax season is open. So, how do we file our taxes? Preparation The first step in preparing your…
Net Investment Income Tax
January 31, 2026Many people don't know, but there is a net investment income tax of 3.8% that applies to some of your…
Tax Strategies for W-2 Employees
January 24, 2026You can now file your 2025 tax return! FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax…
Capital Gains Planning
January 3, 2026Need to file your taxes for 2025? FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax return,…
Tax Loss Harvesting Rules
December 27, 2025Before the year ends, I wanted to cover a great concept - tax-loss harvesting. It's a strategy to lower your…
Business & Side Hustle Tax Tips
December 20, 2025Quick note: If you’re a business owner, how your finances are structured can impact your taxes. Carry helps business owners…
Overtime and Tips Deductions
December 13, 2025The IRS just provided some guidance on how the tips and overtime deductions will work. I wanted to spend a…
Asset Location Decisions
November 29, 2025Where you put your investments can make a huge difference for your after-tax wealth. As you know, we have 3…
Tax Gain Harvesting Explained
November 8, 2025Many people are familiar with tax loss harvesting, where you sell a losing security/ETF and rebuy a similar, not identical, security/ETF.…
Roth Hidden Benefits
October 25, 2025When most people think of Roth IRAs or Roth 401(k)s, they just think "tax-free withdrawals." But that’s only part of…
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