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    • LLC Tax Benefits

      LLC Tax Benefits Explained

      October 11, 2025
      I was randomly scrolling on social media and saw this post: “Can you just open an LLC and write things…
    • Cash Balance Plan

      Cash Balance Plan

      October 3, 2025
      Imagine you are already doing all things possible to minimize your taxes: But what other strategies can you use to…
    • House Tax Tips

      Home Improvement Tax Tips

      September 12, 2025
      Home equity rose sharply since 2020 for most states, up 450% in West Virginia, the biggest change in the US.…
    • 529 Plan Changes

      529 Plan Changes

      July 26, 2025
      529 plans are tax-advantageous plans to save for educational expenses, and they just received a major upgrade. I wanted to…
    • Energy Tax Credits

      Energy Tax Credits

      July 12, 2025
      Under OBBB, a lot of energy credits are getting eliminated. I wanted to discuss them a bit so you can…
    • 2025 Tax Bill Explained

      OBBBA Tax Bill Explained 2025

      July 4, 2025
      President Trump signed the “Big Beautiful Bill” yesterday.  I reviewed all the tax specific changes so that you can be…
    • Roth IRA Emergency Location

      Roth IRA Emergency Location

      June 28, 2025
      Did you know that you could temporarily hold your emergency funds in a Roth IRA? It might sound counterintuitive, but…
    • How to Lower Taxes

      How to Lower Taxes

      June 21, 2025
      I 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

      Invest or Pay Down Debt?

      June 14, 2025
      I often receive messages like “Should I invest or pay off my debt?” It’s literally impossible to answer such questions…
    • Flexible Spending Account

      Flexible Spending Account

      May 24, 2025
      Many employers offer Flexible Spending Accounts (FSAs) that can help you save money on taxes, but not everyone understands how…