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1231 - Essential Tax Breaks Every Real Estate Investor Should Know in 2024 by Datha Santomieri

1231 - Essential Tax Breaks Every Real Estate Investor Should Know in 2024 by Datha Santomieri

Running a rental business comes with its fair share of headaches, but one upside is that just about every rental activity associated with buying, mai…

371: Rookie Reply: Estimating Rehab Costs, Finding "Hard Money," & Tax Planning w/Natalie Kolodij

371: Rookie Reply: Estimating Rehab Costs, Finding "Hard Money," & Tax Planning w/Natalie Kolodij

Need to estimate rehab costs or calculate ARV (after-repair value) on a property? For new investors, these tricky tasks can often make or break a dea…

Should You Pay Someone To Do Your Taxes?

Should You Pay Someone To Do Your Taxes?

One of the biggest questions we see every tax season: should you pay someone to do your taxes?Getting a tax refund is a big part of that question. Mo…

503: How to Keep MORE of Your Inheritance From the IRS (Avoid These Tax Mistakes!)

503: How to Keep MORE of Your Inheritance From the IRS (Avoid These Tax Mistakes!)

With solid tax planning, receiving an inheritance could provide an enormous boost on your journey to financial freedom. One misstep, on the other han…

368: Pay Less Tax to the IRS This Year With THESE Real Estate Tax Strategies w/Natalie Kolodij

368: Pay Less Tax to the IRS This Year With THESE Real Estate Tax Strategies w/Natalie Kolodij

Want to pay less money to the IRS in 2024? We’ve got the real estate tax strategies to help you do just that. And get this—you don’t need a large rea…

MilTax: Free Tax Prep for Military w/ Military One Source | Tax Planning + Tax Prep #111

MilTax: Free Tax Prep for Military w/ Military One Source | Tax Planning + Tax Prep #111

It's tax season! Start collecting your 1099s, W-2s, and charitable donations. Whether you do your own taxes or not, you'll need all the documentation…

Understanding The 1098-E Student Loan Interest Tax Form

Understanding The 1098-E Student Loan Interest Tax Form

If you made student loan payments last year, here's what you need to know about your 1098-E interest statement when you file taxes. 

WCI #353: Lesser Known Tax Strategies

WCI #353: Lesser Known Tax Strategies

Today we are talking to Alexis Gallati of Cerebral Tax Advisors all about controversial, aggressive and often little known tax deductions. We ask her…

Here Are Your Best Tax Software Options (SB1474)

Here Are Your Best Tax Software Options (SB1474)

Ah, the distinct smell of tax time. All that sweating...sweating out deductions, college expenses, rental income, and maybe even side-hustle write-of…

Saving for Retirement & Taxes when Self-Employed

Saving for Retirement & Taxes when Self-Employed

Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business.

7 Best Ways To Save Your Tax Refund

7 Best Ways To Save Your Tax Refund

The best ways to save your tax refund will set you up for an easier, more secure future by building your emergency fund, paying off debt, or growing …

02.01.24  The Current Investment Environment  /  FREE Tax Filing Options

02.01.24 The Current Investment Environment / FREE Tax Filing Options

The stock market has hit record highs lately, which means investors can become misdirected by  “recency bias”.  What could go wrong?  Clark explains …

Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Employed

Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Em…

What can you write off from your side hustle? Should your business be an S Corp? What's the best retirement account for self-employed folks? We cover…

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Busine…

Many of you wanted to know: What deductions can I look into to lower my tax burden if I’m not a business owner? We’re bringing back Tim Steffen, a CF…

Free Tax Software 2024: Where To File Your Taxes For Free

Free Tax Software 2024: Where To File Your Taxes For Free

We break down the free tax software companies that actually allow free tax filing for federal and state returns in 2024.

01.11.24  IRS Tax Penalty News  /  Vanguard’s Target Date Funds

01.11.24 IRS Tax Penalty News / Vanguard’s Target Date Funds

The IRS has been in the news for waiving penalties from prior tax years AND people are getting surprise tax bills. That has brought about a slew of c…

Best Tax Software 2024 [Awards]

Best Tax Software 2024 [Awards]

We've ranked the best tax software for 2024, including best free file, best for investors, best for landlords, best for deductions, and more!

IRS Direct File Program: File For Free Directly With The IRS

IRS Direct File Program: File For Free Directly With The IRS

Filing taxes should be simple, and the IRS should provide a robust, free solution for filing taxes. But at this time, IRS Direct File is quite limite…

MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Finance 101: Schedule A Tax Return

MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Fi…

This Neuroradiologist is growing his net worth like crazy. He discovered WCI in training and educated himself on how to reach financial independence.…

What Is An After-Tax 401k (Not Roth)

What Is An After-Tax 401k (Not Roth)

After-Tax 401k contributions can help you shelter more of your money from taxes. But what is an after-tax 401(k) and who qualifies? Learn more.