You can use the Home Investment Calculator below to estimate the pre-tax rate of return you earn by buying and living in a home. Just enter the your … [Read more...] about Home Investment Calculator
Using ChatGPT to Determine S Corporation Reasonable Compensation
A disclosure to start this discussion about using ChatGPT for determining S corporation reasonable compensation. I do not think the large language … [Read more...] about Using ChatGPT to Determine S Corporation Reasonable Compensation
Short-term-rental Depreciation Deductions Calculator
Note: Updated June 18, 2026 for One Beautiful Bill Act changes. Prospective real estate investors often ask about the depreciation deductions they … [Read more...] about Short-term-rental Depreciation Deductions Calculator
Washington State Estate Tax Calculator
Washington state levies an estate tax on people who die with more than a threshold amount of net worth. For estates created before July 1, 2025 that … [Read more...] about Washington State Estate Tax Calculator
The Section 183 Short-term Rental Problem
So, let's talk briefly about Section 183 and your short-term rental property. It’s summer obviously. You’ve probably been renting the place. Maybe … [Read more...] about The Section 183 Short-term Rental Problem
Advanced S Corporation Tax Planning Secrets
Note: Updated June 18, 2026 for One Beautiful Bill Act changes. Five million small businesses operate as S corporations. And surely most of those … [Read more...] about Advanced S Corporation Tax Planning Secrets
Section 174 Software Development Accounting Primer
Okay. So, yeah, Section 174 software development accounting. A bit of mess, right? I hear you. We had more than a few client questions last tax … [Read more...] about Section 174 Software Development Accounting Primer
Backdoor Roth IRAs Really a Smart Idea?
Maybe the last ten individual tax returns I’ve signed? They all included a backdoor Roth IRA. That got me thinking: How much tax do you really save … [Read more...] about Backdoor Roth IRAs Really a Smart Idea?
Estimating Investment Portfolio Returns and Values
Over the last few months, I've encountered investors, advisors and even some financial writers struggling to make or suggest good estimates of future … [Read more...] about Estimating Investment Portfolio Returns and Values
Monte Carlo Safe Withdrawal Rates for Low Expected Returns
I read Antti Ilmanen’s book recently, “Investing Amid Low Expected Returns.” Ilmanen, like many other observers, expects low real returns from stocks, … [Read more...] about Monte Carlo Safe Withdrawal Rates for Low Expected Returns