✔️ You want to reduce your tax bill ✔️ You are charitably inclined ✔️ You're not quite sure (yet) where you'd like your charitable dollars to go 💡 If you're expecting a particularly high tax bill this year or maybe just wanting to maximize your itemized deductions, consider a

And when Ticketmaster tries to tell you that the resale feature was turned on, I assure you it was not… com’mon Bristol Motor Speedway!!

Attn: solopreneurs and small business owners. Feel like you're maxing out your tax deduction opportunities but your tax bill is still too high? If your discretionary cash flow is being invested at year end, but you're not receiving a tax deduction for that savings, you may

The sudden loss of a spouse is a devastating blow to the soul. Unfortunately, it's also a scenario I've had to work through with clients recently. Here are a few thoughts I would share about that experience: 📍 At first, everything is about organization and managing the fog of

I just read an article with the headline: "Stock investors are about to care about the calendar." The subtext referenced annual tax loss harvesting trades that many investors choose to do at year end. The S&P 500 is up more than 14% YTD as of 10/21/2025. It also experienced a

My (grand)parents just gifted me a ton of cash. Do I have to claim this on my income tax return? 😳💸 Quick TL;DR: 💡 Under $19,000 in 2025? No reporting. No tax. Nothing. 💡 Over $19K? The giver may need to file Form 709 — not you. 💡 Excess reduces their lifetime exemption.

IRS: Hey Kyle. It’s the IRS calling. Me: That time of the year already? IRS: We just wanted to offer a friendly reminder that the end of the year is approaching and you only have a couple of months to finalize your tax payments. Me: Great! Thanks for the reminder. How much do

All figures provided by Grok ... what do you notice?

What is the difference between #saving and #investing? Saving is for near term, known expenses and unknown emergencies. Be it grocery bills, an unexpected job loss, or summer vacation, the goal with savings is to ensure your principal is protected in the short term with rate of

Most financial plans don’t break because of markets or taxes. They break because of events no one wants to think about. Five years ago, I worked through a planning analysis with a family who was doing everything right. The husband and wife were on track to retire in their

Let's get the residential real estate market red hot 🔥 🧨 ! Congress passes legislation that: 1. Extends the depreciation benefit currently offered only to corporate owners to owner-occupants as well. 2. The depreciation offsets the ordinary income of the owner-occupant. 3.

I was recently speaking with young man that had a net worth of $20 million. He had plans to retire in the near-term at the ripe age of just 30 years old. I asked him how he made his fortune and his reply will stick with me for a long time. He said: "Last year, my dad gave me

Always a nice reminder this time of the year: Tax refunds are NOT gifts from the government... or stimulus checks... or a handout. It is a return of YOUR hard earned money that was on loan, interest free, to the government last year.

Take the trip(s). This week, I had a call with one of my favorite clients. I’ve been working with them for nearly a decade—guiding them from building retirement savings as small business owners to navigating the sale of their family-owned business. Now, I have the privilege of

Supreme Court: your Canadian tariffs are illegal. President Trump:

If the thesis for $Bitcoin is breaking down, $STRC remaining near par, is a crazy anomaly.

Six years ago, I sent this email to Ohio’s government leaders. The numbers being reported related to the COVID virus simply made no sense. Now the person largely responsible for shutting down an entire state, bankrupting family businesses, and discouraging us from visiting loved