What is tax-loss harvesting, and how you can use it to your advantage.

Recently, I was running some post-early-retirement scenarios for a client - a married couple with two kids - and I showed them a tax...

Taxes are one of the biggest wealth killers, and without a strategy, you’ll always feel like you’re falling behind.

Tax seasons always had me feeling crazy. When I found myself knee-deep in spreadsheets, deductions, and filing forms, I wanted to scream....

Imagine two women, both earning $100,000 a year, yet one keeps significantly more of her income while the other watches a huge chunk...

Learn about depreciation recapture and how it can apply even if selling at a loss.

What do you think is a better use of your time – learning about tax planning, or taking a second job? Surprisingly, for a lot of people,...

How the concept of Ordinary Income Tax vs. Capital Gains Tax can shed light on why different investments can save you thousands in taxes.

What makes real estate investing worth it? In this article, we explore the differentiators in real estate investing versus the stock market.

Convert pre-tax retirement money into a Roth to grow it tax-free—pay taxes now, skip them later.

Caitlin and I are often asked whether it makes more sense from a tax perspective for a real estate investor to put all of their funds...

When working on tax planning, which brackets should you aim for? These three have distinct advantages! 1) 24% Tax Bracket: When...

Recently, Kathy Fettke at Real Wealth had me on her podcast to discuss tax optimization for real estate investors, and she definitely...

Tax Day has arrived! Like many real estate investors, I had to file an extension to wait on a couple more K-1 forms to trickle in from my...

This week I am in cold and snowy Salt Lake City at the Best Ever Conference for commercial real estate investors! It's still very much a...

Does anyone love sending their hard-earned money to the government? I know I don't! I spent over a decade working for the Federal...

I'm sitting here at my kitchen table, halfway listening to an online marketing seminar while also reflecting on the 2-week notice I just...

Wishing you a wonderful holiday season full of joy! Year-End Tax Moves While lounging by the fire over the holidays, here are a few...