Tax Planning
Podcast Episodes
Featured Episode
Episode 207: Scary Stories: Tax Mistakes Childfree People Make
The worst tax stories aren’t about criminals, they’re about ordinary people doing what they thought was fine and walking into a trap. Bri Conn, CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche walk through real cautionary tales, from the passport the IRS can revoke to the partner’s rent that counts as income, so you can make intentional Childfree money decisions with your eyes open.
Articles
How Do Taxes Work If I Sell My House?
Selling your house? Navigate capital gains exclusions, calculate taxable profits, and use smart strategies to minimize your tax bill.
Taxes for Your Side Gig or Small Business
Side gig tax essentials: quarterly payments, deductible expenses, record-keeping requirements, and avoiding common IRS mistakes.
How Does My State Impact My Taxes?
State taxes matter significantly. Explore income tax differences, residency rule nuances, and tax-friendly retirement destination states.
How Do Taxes Work for Childfree People?
Optimize your tax situation as a Childfree person. Learn missed deductions, smart strategies, and how to keep more of your money.