Gifting Hacks
July 4, 2026Happy 4th! Today, I want to get super practical about how using some gifting strategies could potentially save you money…
A $430,000 Tax Mistake
June 26, 2026Bob made a very expensive tax mistake. Doctors told Bob that he only has a year to live… What did…
Donation Tax Tips
April 10, 2026You have 5 days to file your taxes! FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax…
Treasury Tax Reporting
March 28, 2026If you have a Money Market Fund (e.g. VUSXX, VMFXX), Treasury fund (e.g. SGOV), or any other Treasury ETF (e.g.…
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…
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