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Latest Reviews

Roth IRA

Backdoor Roth IRA: Step-by-Step Guide for 2026

High earners can still contribute to a Roth IRA using the backdoor strategy. Learn the exact steps, pro-rata rule pitfalls, and whether the mega backdoor Roth is right for you.

3 min readRoth IRA
tax-loss harvesting

Tax-Loss Harvesting: How to Turn Losses Into Savings

Tax-loss harvesting lets you sell losing investments to offset capital gains taxes. Learn the wash sale rule, best timing strategies, and how much you can save with this common technique.

3 min readtax-loss harvesting
year-end

Year-End Tax Planning Checklist for 2026

December is your last chance to reduce your 2026 tax bill. This checklist covers retirement contributions, charitable giving, tax-loss harvesting, and other year-end moves that save money.

3 min readyear-end
charity

Charitable Giving Tax Strategies Beyond Cash

Donating appreciated stock, using donor-advised funds, and bunching charitable gifts can multiply your tax savings compared to cash donations. Learn the smartest ways to give.

3 min readcharity
international

International Income Taxes: FBAR and FATCA Guide

US citizens must report worldwide income regardless of where they live. Learn about FBAR filing thresholds, FATCA requirements, and the foreign tax credit to avoid double taxation.

3 min readinternational
social security

When Is Social Security Income Taxed?

Up to 85% of your Social Security benefits may be taxable depending on your combined income. Learn the thresholds, how to calculate your taxable amount, and strategies to reduce the tax.

3 min readsocial security
divorce

Divorce and Taxes: Filing Status and Alimony Rules

Divorce changes your filing status and may affect alimony treatment. Learn how the 2017 law change affects payments, who claims the kids, and how to file correctly after a split.

3 min readdivorce
gambling

Gambling Winnings and Losses: Tax Reporting Rules

All gambling winnings are taxable income including casino, lottery, and sports bets. You can deduct losses but only if you itemize and only up to the amount of your winnings.

3 min readgambling
stock options

Tax Guide for Stock Options: ISOs and NSOs Explained

Incentive stock options and non-qualified stock options are taxed very differently. Learn when to exercise, how to report them, and strategies to minimize your tax bill.

3 min readstock options
military

Military Tax Benefits and Filing While Deployed

Active-duty service members get automatic deadline extensions, combat zone exclusions, and special deductions. This guide covers every military tax benefit available in 2026.

3 min readmilitary
rental property

Rental Property Tax Deductions 2026: What Landlords Can Write Off

Rental income is taxable but offset by depreciation, repairs, and mortgage interest. Learn how to report rental income, deduct expenses, and use the $25,000 loss allowance.

4 min readrental property
estate tax

Estate and Inheritance Tax Basics for Heirs

The federal estate tax exemption is $13.61 million in 2026. Most heirs owe nothing, but state inheritance taxes and step-up basis rules still matter. Here is what heirs need to know.

3 min readestate tax

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