
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…
Hiring Your Kids
September 27, 2025Hiring your kids in your business can be a good strategy, but many people don’t know exactly how it works. …
New 2025 Tax Deductions
September 19, 2025The IRS just released a new form called Schedule 1-A, which includes all the new tax bill deductions. I wanted…
SALT Deduction Explained
September 6, 2025Every year you get to choose between the standard deduction and itemized deduction on your tax return. The tax software…
Car Loan Interest Deduction Tax Bill Explained
August 30, 2025The OBBBA created a new tax deduction for “qualified passenger vehicle loan interest” effective 2025 through 2028. It comes with…
Charitable Tax Planning 💵
July 19, 2025The new tax bill made some changes to charitable deductions that are worth discussing. My goal is to focus on…
