Your career, your situation — taxes built around who you actually are.
Career-specific and situational lessons for every type of filer. W-2 employees, retirees, self-employed, real estate investors, farmers, S-corp owners, partners, international filers, life events, disabilities, ACA, and Roth conversions — each with the full depth their situation requires.
IRS Publications, IRC primary sources, SECURE Act, OBBBA, and career-specific IRS guidance
Situational guidance for multi-job households, military service, stock compensation, tipped workers, and more
Coordinating multiple income sources, managing RMDs, executing Roth conversions, and optimizing withdrawal sequencing in retirement
Schedule C, business expenses, home office, vehicle deductions, QBI, estimated payments, retirement plans, and gig-worker rules
Passive activity rules, depreciation, REP status, short-term rentals, 1031 exchanges, and the full tax picture for rental property owners.
Schedule F, livestock treatment, income averaging, weather deferrals, farm depreciation, and the provisions unique to agricultural operations
S-corp elections, reasonable compensation requirements, payroll obligations, basis tracking, and when the S-corp strategy makes sense
How K-1 income flows to your personal return, SE tax rules for general and limited partners, basis tracking, guaranteed payments, and partnership-specific considerations
FEIE, Foreign Tax Credit, FBAR, and the full toolkit for US citizens abroad and residents with foreign income
Marriage, divorce, new children, inheritance, retirement, disability — every major life event has specific tax implications that can create lasting consequences if handled incorrectly.
ABLE accounts, disability-related medical deductions, impairment-related work expenses, credits, caregiver tax issues, special needs trusts, and disability income taxation
How the Premium Tax Credit works, MAGI calculation, APTC reconciliation, Form 8962, repayment caps, income management strategies, and the critical 2026 subsidy cliff return
The mechanics, pro-rata rule, five-year rules, backdoor strategies, bracket-filling, and when conversions help versus hurt