2025 Backdoor Roth IRA: How to Fill Out Form 8606 (and Catch the Big Mistake) You did the backdoor Roth IRA. Nice. Then tax time shows up, and suddenly you’re staring at Form 8606 like… Read More

Last-Minute 2025 Tax Hacks for High-Income Households (Do These Before December 31) December sneaks up fast, and the tax code does not care that you are busy with holidays, call shifts, or year-end chaos. If… Read More

Turn Your Home into a Rental: 5 Tax Hacks to Save BIG Got a sweet 3% mortgage, but new loans are clocking in around 7%? Keeping your current place and turning it into a rental… Read More

1099 vs. W2: Which Path Fits Your Money, Benefits, and Lifestyle? You just got an offer, and now you are Googling like crazy. Should you take the W2 or 1099? If you are a physician,… Read More

5 Must-Know Tax Moves for High-Income Households Before Year-End (2025 Edition) Tired of scrambling every March, hunting for last-minute tax tricks like socks in the dryer? If you’re in a high-income household (yes, I’m looking… Read More

The 2025 Tax Overhaul: What the One Big Beautiful Bill Act Means for Your Wallet (And Sanity) Ready to decode the monster tax bill that just dropped? You’re in the right place. Grab a coffee… Read More

Shocking HSA Secrets: Are You Missing Out on Major Tax Benefits? So, you think you know your Health Savings Account? You might be leaving piles of money on the table every year without realizing it…. Read More

Why “Easy” Tax Hacks Aren’t Always a Shortcut: What High-Income Professionals Need to Know Taxes are a constant for high earners, particularly physicians and other professionals with complex compensation arrangements. The promise of “easy” tax… Read More

What Most Docs Miss About Their Spouse’s 401(k): Unlocking a Powerful Tax Strategy with NUA If you or your spouse have company stock inside a 401(k), you could be sitting on an overlooked tax gem…. Read More