The more you know about the US tax code, the more opportunities you will find to live a tax-efficient life and save money in the process. You should feel proud to pay every dollar you owe in taxes, but you shouldn’t leave a tip.
An interview with author and CPA Sean Mullaney, where we discuss smart ways to manage your taxes in retirement; when Roth conversions shine and when they don't; and how tax, retirement, and estate planning all fit together.
Get a tax plan in place to better manage your wealth in 2026. Start by understanding the 2026 tax brackets and how they work.
Should your tax preparer also be giving you advice about how to live your tax life? In other words, do you actually need a tax strategist?
Answering listeners' tax questions, including a talk about mitigating capital gains taxes when selling stocks and a discussion about how to simplify your portfolio when moving away from individual stocks and into index funds.
Let's outline the US tax implications, key filing requirements, and relevant legal authorities that apply when you receive a foreign gift.
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Answering reader questions about capital gains taxes and how to limit them, how to use tax losses in retirement, and how to be tax-efficient during your training years.
Pre-tax dollars can go further than regular dollars these days, especially if you're in a high tax bracket. Here's how to take advantage.
Let's break down the nanny tax, your responsibilities, and how to comply with IRS rules for paying a household employee.
When you begin investing, you're going to have to start paying more in taxes. Let's go over each type of investment and how it is taxed.
Have you received an email from Vanguard asking you to choose the cost basis method in your account? Here's what it means and what to do.
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.
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 step up in basis at death is a critical financial concept to understand. It affects investing, estate planning, and asset protection.
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.
Answering reader questions about tax-loss harvesting, tax implications for changing your 529 beneficiary, gift tax rules, tax withholdings, and the home office deduction.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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