How to Make Your Travel Tax-Deductible in 2024
Want to make your travel plans tax deductible? CFA/CPA Charles Renwick walks through this tax-saving secret so you can make the most of every trip.
Want to Save Thousands When You Sell Your Home? Do This Now.
The Home Sale Exclusion lets you avoid paying tax on some of your gains when you sell your home, but you can save thousands more with this simple tip.
Tax Deductions: Right, Wrong, and Risky
Tax deductions. How much is okay? Too conservative, you’ll pay too much. Too aggressive, you’ll wind up in trouble. Learn how to strike the right balance.
How to Maximize Your Tax Refund for 2023
Want to maximize your 2023 tax refund? CPA/CFA Charles Renwick explains how W2 employees can open up a world of deductions with one simple strategy.
Tax Benefits of Real Estate Investing
Everyone knows that planning for retirement and investing go hand-in-hand. However, as I’ve written previously, smart planning also considers both the current and long-term tax implications of your investment decisions. We often talk about 401(k) and Roth IRA tax strategies (and these are great strategies)…
How to Pay Your Kids and Save on Taxes
Want to pay your kids and save on taxes? CFA/CPA Charles Renwick lists the tax benefits you can reap and explains how to make the most of them.
What Silicon Valley Bank’s Failure Can Teach Us about Retirement Planning
There’s an important lesson for all of us in Silicon Valley Bank’s failure, especially when it comes to retirement planning. CFA/CPA Charles Renwick explains.
What Happens to Your 401(k) When You Quit?
When you quit your job, what should you do with your 401(k)? CFA/CPA Charles Renwick walks through it step by step and explains your options.
Why Do People Get Audited by the IRS?
Want to know how to avoid an IRS tax audit? CFA/CPA Charles Renwick explains. Learn what triggers an IRS audit and how to avoid one this year.
Roth vs Traditional IRAs: Which Should You Choose?
CFA/CPA Charles Renwick explains how to choose between traditional vs Roth IRAs, with examples, plus converting to a Roth IRA in a bear market.
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