Taxes

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.

Tax Payments and Savings

Answering listener questions about quarterly estimated payments and the safe harbor rule, tax-loss harvesting and not letting the tax tail wag the investment dog, and what to do when you do not couples match into residency.

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The Financial Education You Need

Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.

Tax Questions

Answering reader questions about taxes, including discussions of quarterly estimated payments, IRA contributions and tax deductions, and paying taxes when you work in two states in one year.

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The White Coat Investor Book Series

Learn to use your high income to escape from your student loans, provide for your family, build wealth, protect your assets and retire in comfort.

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Lesser Known Tax Strategies

An interview with tax advisor Alexis Gallati where we talk about the tax implications of land conservation easements, employing your spouse or children, setting your salary in an S Corp, and much more.

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Become a White Coat Investor

Medical school may not have taught you about money, but we will.

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