529 vs. UTMA: Which College Savings Plan Is Right for You?
529 plans and UTMA (Uniform Transfers to Minors Act) accounts are popular
Taxes
Buy, Borrow, Die Strategy: How to Avoid Capital Gains
Realized capital gains are subject to favorable tax treatment, but what if
Leveraging DAFs and QCDs for Tax-Effective Donations
When it comes to giving, taxes may not be the first thing
The Importance of a Taxable Account for Early Retirees
When it comes to retirement planning (especially early retirement planning), it’s tempting
Ideal Income for Sole Proprietors: Maximizing Your Take-Home Pay
Whether you’re operating as a full-time, self-employed sole proprietor or you’ve started
Taxing Pastimes
Are you ready to uncover the nuances between personal transactions and business
The Monetary Value of Tax Loss Harvesting & How to Report it to the IRS
Tax planning is an integral part of minimizing your tax bill at
What is Alternative Minimum Tax (AMT) and How to Minimize it?
Calculating your expected tax bill can be a frustrating experience – it
10 Tax Strategies for High Income Earners: Avoid the Tax Man
While Tax Day for US readers in 2023 may have just been
Top 10 Ways to Lower Your Taxes
If you want to lower your taxes, it’s important to have more
Tax Strategies for High-Income Professionals
Today’s discussion of tax strategies for high-income professionals demands an important disclaimer:
Top 5 Ways to Keep Taxes Low in Retirement
If you want to keep taxes low in retirement, a handful of
How to Use Tax Diversification to Reduce Taxes Now AND in Retirement
Paying attention to your taxes now AND your taxes later will give
A Big List of Tax Loss Harvesting Partners
Tax Loss Harvesting is a great tool for generating tax alpha and
Take Advantage of 100% Bonus Depreciation While You Still Can
Depreciation is the relatively simple fundamental concept that as new things incur
The Brutal Tax Treatment of Widows and Widowers
It’s often said that there are only two absolutely certain things in
Taxes on a Million Dollars of Earned Income
How much would the taxes on a million dollars be? We calculate it based on earning that sum over 10 years, 4 years,
Tax Loss Harvesting with Vanguard: A Step by Step Guide
When the stock market hiccups, as it is known to do from
The Best Tool for Tax Planning
I’m excited to share a tax planning tool  that I’m thrilled to