How to Cut Your Tax Bill in Half: A Tale of Two Incomes 💰
Imagine two women, both earning $100,000 a year, yet one keeps significantly more of her income while the other watches a huge chunk...
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Sep 25
Depreciation Recapture: Paying Taxes on a Loss 😬
Learn about depreciation recapture and how it can apply even if selling at a loss.
Apr 11
Spending Time on Tax Planning vs. Taking a Second Job
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,...
Apr 2
Understanding the Difference: Ordinary Income vs. Capital Gains Tax Brackets
How the concept of Ordinary Income Tax vs. Capital Gains Tax can shed light on why different investments can save you thousands in taxes.
Feb 27
How does real estate stack up against other investments?
What makes real estate investing worth it? In this article, we explore the differentiators in real estate investing versus the stock market.
Nov 28, 2023
Should You Do a Backdoor Roth IRA Conversion?
🏦 What is a Backdoor Roth IRA Conversion? The process of rolling over money from a Traditional IRA to a Roth IRA. There is no limit on...
Nov 4, 2023
Can I save on taxes by spreading my funds over multiple properties?
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...
Sep 6, 2023
Ideal Tax Brackets to Aim For When Tax Planning
When working on tax planning, which brackets should you aim for? These three have distinct advantages! 1) 24% Tax Bracket: When...
Jul 30, 2023
Should you feel bad about taking tax breaks?
Recently, Kathy Fettke at Real Wealth had me on her podcast to discuss tax optimization for real estate investors, and she definitely...
Apr 17, 2023
Happy (or Sad) Tax Day!
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...
Mar 8, 2023
Happy Women's Day!
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...
Feb 25, 2023
It's Tax Season!
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...
Jan 20, 2023
Now is the best time to check your retirement contributions!
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...
Dec 22, 2022
Important Year-End Tax Moves
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...
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