The 2026 Crypto Tax Guide – Everything You Need to Know
Your comprehensive guide to crypto taxes for 2026. Learn about capital gains, income tax, Form 1099-DA, and strategies to minimize your tax burden.
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How Asset Location Helps You Reduce Taxes
Asset location is a tax strategy that helps investors place the right investments in the right accounts to reduce taxes and increase after tax returns. Learn how asset location works, why it matters and how to build a tax efficient investment plan.
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Why Year-Round Tax Planning Is So Important
Year-round tax planning helps you reduce surprises, avoid penalties, uncover tax saving opportunities and prepare for changing tax laws. Learn why ongoing tax planning matters and how proactive strategies can improve your financial outcomes.
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The Short-Term Rental Tax Loophole: A Gateway Strategy
The short-term rental tax loophole lets high earners offset W-2 income with bonus depreciation—no gas station required. Here's how the STR strategy works.
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Self-Directed Roth IRA: Tax-Free Growth on Crypto & Real Estate
A Self-Directed IRA opens your retirement account to crypto, real estate, private equity, and more — all wrapped in the same tax-deferred or tax-free treatment as a traditional portfolio. Here's how it works, and when it actually makes sense.
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Augusta Rule Explained: How to Rent Your Home to Your Business Tax-Free
Many homeowners know that you can rent your home for up to 14 days without having to pay tax on the income. Far fewer know that it can be permissible to rent your home to your business for up to 14 days a year — tax-free.
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How Buying Car Washes and Gas Stations Can Create Massive Tax Deductions
A little-known tax strategy can generate six-figure deductions in year one—but only if you’re willing to own a real business.
Read More How to Avoid State Income Tax with a Non-Grantor Trust
If you’re earning significant investment income in a high-tax state, there’s a real chance you’re overpaying state taxes by seven figures.
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Charitable Giving — DAFs, Private Foundations, CRTs/CLTs
New limits on charitable deductions are changing the calculus for giving, making thoughtful planning, timing, and structure more important than ever.
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How Do I Find a Tax Professional To Do My Personal Taxes?
Not sure how to find a tax professional you can trust? Here’s how to choose the right expert for your personal taxes.
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