Marriage penalties in taxes, investments, and benefits may cost families more. Here's how they work and how they might be fixed. The post How U.S. Ta…
If nothing else, the “One Big Beautiful Bill” Act is definitely big, at over a thousand pages long. Critics on both sides of the aisle have sla…
I have now submitted our 2024 tax return. Somebody (me) has exceptional procrastination skills. The numbers this year are very nice – overall w…
The Senate tax bill proposes an 8% cap on college endowment taxes, much lower than the House’s 21% plan. The post Senate Proposal Eases Endowment Tax…
Trump’s new tax bill aims to extend tax deductions that are set to expire, ensuring continued economic growth and stability for real estate inv…
Figuring out the foreign tax credit isn't as easy as you might hope. Here are some step-by-step instructions that should help. The post The Foreign T…
It’s not exactly breaking news: Taxes change. But what’s brewing for 2025 could be the biggest shake-up in real estate tax policy in a generation. An…
Breaking down the House Ways and Means Committee Budget Reconciliation Bill, as it relates to higher education, student loans, and education tax bene…
The Senate passed the No Tax on Tips Act, allowing workers to deduct up to $25K in reported tips from income taxes. The post “No Tax On Tips” Bill Cl…
You can stamp your foot and complain about the wealthy using loopholes to lower their tax bills. Or you can learn those tax loopholes yourself. Try t…
Taxes in retirement have been called a “silent wealth killer” for those pursuing FIRE—but does the data tell a different story? If you’re worried abo…
REPS and short-term rental exceptions are among the most powerful—and misunderstood—tools in a real estate investor’s tax strategy. Misapplying them …
Breaking down the House Ways and Means Committee Budget Reconciliation Bill, as it relates to higher education, student loans, and education tax bene…
While everyone is focused on President Trump’s tariffs, the clock is ticking on one of the most significant tax reforms in recent history. Many provi…
It's amazing all of the different ways people can screw up tax-loss harvesting. Let's outline a few mistakes to help others avoid them. The post 13 W…
House tax bill would extend 529 ABLE account perks for savers with disabilities, allowing more flexibility. The post Congress Moves To Extend Key Tax…
Proposed GOP House tax bill extends tax-free loan forgiveness only for death and disability, leaving out other student loan forgiveness programs. The…
The Ultimate Military Tax Strategy Guide From Military To Millionaire The Ultimate Military Tax Strategy Guide: Save Thousands and Maximize Your Retu…
Paying for college is one of the biggest financial hurdles families face—even as you’re chasing or approaching FIRE. What’s the smartest way to save …
Answering reader questions about tax-loss harvesting, tax implications for changing your 529 beneficiary, gift tax rules, tax withholdings, and the h…