If you are sitting on gains in your crypto, stock market investments, real estate, etc., utilizing one or more of the below “tax minimizing”options could potentially save you a lot of money $$$$

A great and simple one-pager to optimize health 🤩

Estate Planning: I am not a fan of Wills over Trusts. If you are going to use a Will, know that family members can get crazy and 1-3% of wills are contested in the United States each year. Think about including a no-contest clause.

This should generally be the future of education and become widely accessible:

Another reason to make sure you are tracking your tax basis and FMV on all your crypto transactions.

Update on BOI filings: As of today, reporting companies are still not currently required to file beneficial ownership information with FinCEN. Link to highlighted text provided below. fincen.gov/boi#:~:text=On…

I like to scale into positions when investing in stocks, crypto , etc. I usually start with 20% of what I am going to invest and then scale in more once the price movement happens. This keeps me happy either way: gain on the initial or being able to buy at an even lower price

“Though no one can go back and make a brand new start, anyone can start from now and make a brand new ending.” - Carl Bard. Action: Stop looking backwards and get your mind in the present ❤️

Reminder that individual tax filing season starts on Monday January 27 and generally ends April 15. There are a few extensions of that usual deadline for certain states and those impacted by natural disasters (e.g., LA County, designated counties in Florida). #tax #taxreturn

I LOVE THIS SO MUCH 💜

This is spot on!! The numbers below illuminate the significant challenge that Trump and Congress face in trying to replace income taxes with tariffs #tariffs #tax

Is this a buying opportunity?

"Sometimes The Most Productive Thing You Can Do Is Relax." - Mark Black

I think we all know the Strategy 🧐 $MSTR #strategy

I like the idea of #transparency via the #blockchain, but are we really ready?

Way overdue...

Just a bill sitting on capitol hill... #tax #nationalsalestax