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Too Much in 401(k) and Tax-Deferred Accounts?
401(k) accounts are ubiquitous. It's common to see large 401k balances. But is there such a thing as "too big" a pre-tax bucket?
Property Tax Repeals Are Planned in Eight States—Does It Change the Math For These Markets?
Property taxes have been rising in many cities, cutting off the oxygen supply for real estate investors, stymying cash flow, and putting landlords an…
Selling RSUs: Calculating the Tax Impact Per Share
Most RSU holders know they will owe taxes, but few know exactly how much per share. Here is how to calculate the Tax Impact Per Share so you can sell…
Optimizing Charitable Giving for Maximum Tax Savings: Why a Taxable Account Can Beat a Roth
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post O…
Trump Floats the Elimination of Capital Gains Taxes For Home Sales—A Game Changer For Homeowners
Capital gains taxes: Three words that wipe the smile from most home sellers’ faces as they see potential profits fall off a cliff. Howeve…
You Can Use The Tax-Free Home Sale Exclusion Every Two Years To Save On Taxes
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…
How To Use The Tax-Free Home Sale Exclusion Every Two Years To Save
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…
Capital Gains Tax Calculator For 2025
Use our free capital gains tax calculator to help you estimate how much in taxes you'll owe on your capital gains for 2025. The post Capital Gains Ta…
$5,250 of Employer Student Loan Assistance Is Tax-Free
The One Big Beautiful Bill gives student loan borrowers the opportunity to receive up to $5,250 of tax-free employer student loan assistance. The pos…
The Step-Up In Cost Basis And Its Relation To The Estate Tax Threshold
Imagine spending your life building wealth, investing in real estate, stocks, or your business, with the hope of leaving a legacy for your children. …
Student Loan Tax Bomb Returning In 2026
Student loan forgiveness may be taxable starting in 2026. Learn about the student loan tax bomb, what counts, what doesn't, and how much it will cost…
Student Loan Tax Bomb Calculator And Estimator
The student loan tax bomb calculator can help you estimate your future tax liability based on the amount of student loan debt forgiven. The post Stud…
The “Big, Beautiful” Tax Breaks You’ll Get in 2025
President Trump’s newly signed “One Big Beautiful Bill Act” has made the 2017 Tax Cuts and Jobs Act provisions permanent, creating …
Estimated Taxes and the Safe Harbor Rule
Learn about the safe harbor rule and how and why to do estimated tax payments while avoiding penalties and interest as a self-employed doctor. The po…
How U.S. Tax Rules Quietly Penalize Marriage
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…
7 Ways Real Estate Investors Should Prepare For the New Tax Laws On the Way
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…
The Go Curry Cracker 2024 Taxes
I have now submitted our 2024 tax return. Somebody (me) has exceptional procrastination skills. The numbers this year are very nice – overall w…
Senate Proposal Eases Endowment Tax Hike
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…
Could Trump’s New Tax Bill Spark a Real Estate Revival?
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…
The Foreign Tax Credit
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…