Tax loss harvesting (TLH)-the practice of selling depreciated assets to offset capital gains and reduce tax liability-is widely promoted as a cornerstone of tax
Many homeowners are drawn to the idea of renting out a portion of their primary residence to generate extra income. While this can be a smart way to offset
Shifting self-employment income between spouses can optimize Social Security benefits and reduce tax liabilities in a narrow set of specific scenarios, though
Hawaii’s liability protection laws, particularly regarding minimum insurance requirements and asset protection, are relatively weak compared to many other
Understanding Jargon, Conflicts of Interest, and Ethical Constructs in Financial Advice Pricing Models
The business of financial advice has been in a constant
Turning Stock Market Lemons into Lemonade: The Strategic Advantage of Roth Conversions in a Downturn
A depressed stock market can feel like a financial setback, but for savvy investors, it presents a unique opportunity to optimize long-term tax outcomes through
“Yay- Another article about esoteric tax rules!”… said no one ever. Nonetheless, I have written this one because it keeps popping up as relevant in client tax
Several years ago, I wrote an article for the FPH newsletter titled, “Friends Don’t Let Friends Buy Bond Funds.” That refrain has become an enduring mantra in
3.2 million working and retired Americans got some much deserved good news when the Social Security Fairness Act was signed into law in January (2025). The law
Estate Guru Asset Registrations Guidebook – Many consumers who have taken time to draft revocable trusts have no idea how get their assets registered into the
In 1994, a California financial planner named William Bengen published a seminal paper in the Journal of Financial Planning titled, “Determining Withdrawal
Below is a list of my top five Acquired podcast episodes. They are not ranked in any particular order, but they represent the episodes that I have played