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Florida Pushes to Abolish Property Taxes, These States Could Follow Soon

Florida Pushes to Abolish Property Taxes, These States Could Follow Soon

Florida property taxes could drop to 0%. As the state struggles with some of the lowest affordability in the country, with home insurance almost doub…

The “Asset Location” Dilemma: Tax Strategy or Tax Trap?

The “Asset Location” Dilemma: Tax Strategy or Tax Trap?

How important is "asset location" - the practice of placing "high tax" investments into our qualified, tax-advantaged investing accounts?

10 Best Tax-Free Investment Options to Consider

10 Best Tax-Free Investment Options to Consider

Successful investors will take advantage of tax-free investments to lower their tax burden but should take care not to sacrifice higher returns in do…

What Is a CP05 Letter from the IRS and What Should I Do?

What Is a CP05 Letter from the IRS and What Should I Do?

Are you wondering about the CP05 letter that showed up on your desk from the IRS? Don't worry yet! Here are the answers you'll probably need! The pos…

What To Do If My Parents Claimed Me On Their Taxes?

What To Do If My Parents Claimed Me On Their Taxes?

Here is our guide on what to do if my parents claimed me on their taxes even though you're in college or an adult outside the house. The post What To…

100% Bonus Depreciation Could Return This Year: 2025 Tax Update

100% Bonus Depreciation Could Return This Year: 2025 Tax Update

Real estate is one of the most tax-advantaged investments in the country. With bonus depreciation, opportunity zone investing, 1031 exchanges, and mo…

How Capital Gains Taxes are Hurting More and More Homeowners

How Capital Gains Taxes are Hurting More and More Homeowners

Recently, a fascinating discussion unfolded on the BiggerPockets forum. It concerns capital gains taxes and how homeowners who stay in their quickly …

Taxes in Retirement, Tax-Gain Harvesting, and Avoiding Probate

Taxes in Retirement, Tax-Gain Harvesting, and Avoiding Probate

Answering reader questions about tax liability in retirement, Social Security tax limits, tax-gain harvesting in UGMA accounts, and whether it is imp…

Ownwell Review: How I Saved $706 on Property Taxes Last Year 🥳

Ownwell Review: How I Saved $706 on Property Taxes Last Year 🥳

Property taxes are really expensive in many states. I know this pain well, because my rental duplex is located in one of the most expensive counties …

8 Last-Minute Tax Reminders For 2025

8 Last-Minute Tax Reminders For 2025

If you're still waiting to file your taxes, here are eight tax reminders to know so that you don't make a mistake before the tax deadline. The post 8…


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Florida Pushes to Abolish Property Taxes, These States Could Follow Soon

Florida Pushes to Abolish Property Taxes, These States Could Follow Soon

Florida property taxes could drop to 0%. As the state struggles with some of the lowest affordability in the country, with home insurance almost doub…

Are You In Trouble (With the IRS)?

Are You In Trouble (With the IRS)?

You DO NOT want to mess with the IRS.   As Tax Day draws near, tax planning questions are filling our inbox. We're kicking off this livestream that g…

9 Tips to Maximize Your Charitable Giving: Donations & Tax Benefits Explained

9 Tips to Maximize Your Charitable Giving: Donations & Tax Benefits Explained

Did you know that Americans donate over $374 billion annually to charities? Giving back feels great, but did you know you can also maximize your tax …

#395: How to Sell a Rental and Pay ZERO Taxes (1031 Exchange Step-by-Step)

#395: How to Sell a Rental and Pay ZERO Taxes (1031 Exchange Step-by-Step)

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link   🎙️ Episode #395 – W…

#395: How She Turned $48K into $250K with the 1031 Exchange Strategy

#395: How She Turned $48K into $250K with the 1031 Exchange Strategy

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link   🎙️ Episode #395 – W…

100% Bonus Depreciation Could Return This Year: 2025 Tax Update

100% Bonus Depreciation Could Return This Year: 2025 Tax Update

Real estate is one of the most tax-advantaged investments in the country. With bonus depreciation, opportunity zone investing, 1031 exchanges, and mo…

The Hidden Tax of Avoiding Tough Conversations, with Harvard Law Senior Fellow Bob Bordone

The Hidden Tax of Avoiding Tough Conversations, with Harvard Law Senior Fellow Bob Bordone

#591: Imagine you're about to ask your boss for a raise. Your stomach tightens. You've rehearsed what to say, but doubt creeps in. Should you be more…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts a…


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