Podcast Appearance
I was honored to recently be a guest on Stuart Webb‘s “It’s Not Rocket Science – Five Questions Over Coffee” podcast where we talked about:
December 8, 2025
I was honored to recently be a guest on Stuart Webb‘s “It’s Not Rocket Science – Five Questions Over Coffee” podcast where we talked about:
What Is An Accountable Plan?An accountable plan is your company’s written reimbursement policy that pays employees back for bona-fide business expenses without treating those reimbursements
I am excited to announce that after two years proudly carrying the Certified Tax Coach (CTC) designation, I have earned the next level: Certified Tax
I am honored I got to speak at the Southern Lancaster Chamber of Commerce’s 2025 Business Expo! I led a breakout session on budgeting &
There’s this idea floating around that if you file an extension, its a “bad thing” or that the IRS is going to come knocking. Not
Every year a common question is: “Why do I need to make estimated payments?” Typically followed by, “How much do I need to pay in?”
Whether you call it the “14-day rental rule,” “Section 280A(g) exclusion” or the “Augusta Rule,” the IRS actually allows taxpayers to rent out a personal
With a little bit of planning, you can combine personal & business travel and get some partial tax write-offs. While the IRS allows certain deductions
On August 28th I had the privilege of joining Rachel Berner, owner of Second Chance Jobs, on her webinar where I got to present on
Thanks to H.R.1, better known as the “One Big Beautiful Bill Act,” the use of funds from 529 plans has been expanded to benefit homeschoolers!
Most people have heard of the home office deduction — it lets you take a tax write off for using part of your home for
I have been doing a series on my favorite ways to defer capital gains, and wanted to highlight one more option. While I wouldn’t go
Overview:Another great way to defer, and partially eliminate, capital gains is Qualified Opportunity Zones (QOZ). These are designed to encourage investment in particular economically distressed
Overview: If you’re selling an appreciated asset you’ve owned for a while you’re likely facing a large capital gain on the sale. One strategy for
I had a blast sitting down with Skyler Fleming to record an episode of the “Money Talk” podcast! We busted some tax myths, discussed why
If you have sold real estate and are potentially facing capital gains taxes, there are ways to defer those taxes. A 1031 like-kind exchange lets
“I don’t want to make more money because I’ll end up in a higher tax bracket and lose more to taxes!” This is a common
A massive tax refund feels great—until you realize what it actually means. You overpaid your taxes all year, and now the IRS is just giving