
LLC Tax Benefits Explained
October 11, 2025I was randomly scrolling on social media and saw this post: “Can you just open an LLC and write things…
Cash Balance Plan
October 3, 2025Imagine you are already doing all things possible to minimize your taxes: But what other strategies can you use to…
Home Improvement Tax Tips
September 12, 2025Home equity rose sharply since 2020 for most states, up 450% in West Virginia, the biggest change in the US.…
529 Plan Changes
July 26, 2025529 plans are tax-advantageous plans to save for educational expenses, and they just received a major upgrade. I wanted to…
Energy Tax Credits
July 12, 2025Under OBBB, a lot of energy credits are getting eliminated. I wanted to discuss them a bit so you can…
OBBBA Tax Bill Explained 2025
July 4, 2025President Trump signed the “Big Beautiful Bill” yesterday. I reviewed all the tax specific changes so that you can be…
Roth IRA Emergency Location
June 28, 2025Did you know that you could temporarily hold your emergency funds in a Roth IRA? It might sound counterintuitive, but…
How to Lower Taxes
June 21, 2025I was reviewing Gavin Newsom’s tax returns for content purposes and wanted to share an example of how real estate…
Invest or Pay Down Debt?
June 14, 2025I often receive messages like “Should I invest or pay off my debt?” It’s literally impossible to answer such questions…
Flexible Spending Account
May 24, 2025Many employers offer Flexible Spending Accounts (FSAs) that can help you save money on taxes, but not everyone understands how…
