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personal finance

Working Longer Avoids Sequence of Returns Risk

March 1, 2023 By Stephen Nelson CPA

Working longer avoids sequence of returns risk

The term “sequence of returns risk” refers to the risk that your retirement nest egg may not last if you get a bad patch of returns at the start of … [Read more...] about Working Longer Avoids Sequence of Returns Risk

Filed Under: personal finance, retirement

Lottery Tax Planning for a Billion Dollar Drawing

January 11, 2023 By Stephen Nelson CPA

Lottery tax planning can save millions

Okay. This is silly. You’re probably not going to win. But just for fun, let’s talk about lottery tax planning for one of those giant Power Ball or … [Read more...] about Lottery Tax Planning for a Billion Dollar Drawing

Filed Under: individual income taxes, personal finance

Should Entrepreneurs and Small Business Owners Retire Late? Or Even Skip Retiring?

January 1, 2023 By Stephen Nelson CPA

Maybe you shouldn't retire?

Recently I found myself talking with friends about a crazy idea. The idea that entrepreneurs should retire late. Or maybe even just not retire. So … [Read more...] about Should Entrepreneurs and Small Business Owners Retire Late? Or Even Skip Retiring?

Filed Under: personal finance, retirement

Rethinking Retirement for Lower Real Rates of Return

November 1, 2022 By Stephen Nelson CPA

long-term trends in long-maturity interest rates

The recent research paper, “Long-run Trends in Long-maturity Real Rates 1311-2021,” from economists Kenneth S. Rogoff, Barbara Rossi and Paul … [Read more...] about Rethinking Retirement for Lower Real Rates of Return

Filed Under: investment, personal finance, retirement

Ten Best Roth Alternatives

April 1, 2022 By Stephen Nelson CPA

Roth alternatives exist blog post

All the talk about tax law changes, including changes to the Roth rules and then the prospect of higher tax rates for some, seems to be jacking … [Read more...] about Ten Best Roth Alternatives

Filed Under: individual income taxes, personal finance, retirement

Tax Strategy Tuesday: Real Estate Professional Tax Strategy

February 1, 2022 By Stephen Nelson CPA

The real estate professional tax strategy can save significant amounts of income taxes.

A few weeks ago, I talked about one way to get big real estate tax deductions onto a tax return, the vacation rental tax strategy. This week, I … [Read more...] about Tax Strategy Tuesday: Real Estate Professional Tax Strategy

Filed Under: individual income taxes, investment, personal finance, real estate, retirement, Tax Strategy Tuesday

Tax Strategy Tuesday: Accelerate Depreciation Strategy

January 11, 2022 By Beth Nelson CPA

accelerated depreciation tax strategy blog post

For today’s Tax Strategy Tuesday, I’ll be sharing a trick landlords and small business owners with real estate and capital equipment (like vehicles … [Read more...] about Tax Strategy Tuesday: Accelerate Depreciation Strategy

Filed Under: business taxes, individual income taxes, personal finance, real estate, Tax Strategy Tuesday

Tax Strategy Tuesday:  Vacation Rental Property

November 30, 2021 By Stephen Nelson CPA

The vacation rental tax strategy works well if you understand the rules.

On Tuesdays, for at least the next few weeks, we will blog about tax strategies that high-income investors and business owners may be able to use to … [Read more...] about Tax Strategy Tuesday:  Vacation Rental Property

Filed Under: individual income taxes, personal finance, real estate, Tax Strategy Tuesday

That Nearly Secret IRS Personal Wealth Study

October 1, 2021 By Stephen Nelson CPA

Nearly secret IRS personal wealthy study an elephant in the room?

Last spring, some fascinating, nearly secret IRS personal wealth information slipped out into public view. And, just so there’s not confusion, I am … [Read more...] about That Nearly Secret IRS Personal Wealth Study

Filed Under: Estate tax, personal finance, wealth tax

Biden Estate Tax Hikes

August 19, 2021 By Christian Block CPA

Bid estate tax hikes scramble tax planning

The big news in the tax world lately has been the President Biden and the Biden administration’s tax proposals found in the “General Explanations of … [Read more...] about Biden Estate Tax Hikes

Filed Under: Estate tax, personal finance

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Featured Posts

Washington state capital gains tax returns will need to be filed for 2022 as per the Supreme Court's March decision.

Filing Washington State Capital Gains Tax Returns

You maybe need to file a Washington state capital gains tax return with your 2022 federal tax return. Specifically, if you realized long-term … [Read More...] about Filing Washington State Capital Gains Tax Returns

How IRS audits work

How IRS Audits Work

Audit anxiety is something nearly every taxpayer has in common.  But, have you ever considered how IRS audits actually work? The IRS processes … [Read More...] about How IRS Audits Work

If you got caught in an ERC scam, take these steps to reduce the damage

If You Got Conned in ERC Scam

You wondered at the time whether it was a scam, right? And now you regularly see news reports about ERC scams. Employee retention credit scams, that … [Read More...] about If You Got Conned in ERC Scam

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