Raising Capital in 2025: What Real Estate Investors Need to Know Now

Real Estate Investor

Raising capital for real estate deals isn’t what it used to be. The game has changed—again. In the wake of rising interest rates and the first real wave of investor losses in over a decade, many private equity and real estate investors are realizing the hard truth: attracting capital today isn’t about having the best […]

The Art of the Side Hustle: How to Make & Keep More of Your Hard-Earned Money

Side Hustle Desk

Everyone should have a hobby or some sort of talent/skill that extends beyond their typical 9-to-5, and if you’re good at it…you shouldn’t be doing it for FREE. If you have a side hustle, congratulations—you’re already on the path to financial freedom and building wealth! Driving Uber, selling on Etsy, freelancing online, or running a […]

Depreciation Deduction: How It Saves You Money on Taxes

Tax Savings Jar

Taxes are inevitable, but overpaying them? That’s optional. If you’re a business owner or entrepreneur, you need to know about depreciation and deductions—one of the best ways to legally reduce your tax bill. In this guide, we’ll break it down in simple terms, answer common questions, and show you how to maximize your financial benefits. […]

Tax Preparer vs. CPA: 6 Key Differences

man in a suite

  If you’re navigating the tax industry—either as a professional looking to expand your expertise or a taxpayer seeking the right assistance—you might be wondering whether to hire a tax preparer vs CPA.  While both professionals help individuals and businesses with taxes, their qualifications, services, earning potential, and authority vary significantly. Below, we break down […]

Maximizing Tax Savings with the Augusta Rule

Keys over a desk

Imagine earning thousands of dollars in rental income completely tax-free—no reporting, no IRS hassle, just pure profit. Sounds too good to be true? It’s not.  The Augusta Rule (the Augusta tax rule) is a powerful tax-saving strategy that allows homeowners to rent out their home for up to 14 days per year—without paying a single […]

How Are Trusts Taxed? A Complete Guide

Family on the horizon

Trusts are essential tools in estate planning and wealth management, offering numerous benefits. However, understanding their taxation is crucial to maximizing these advantages.  This guide delves into the taxation of trusts, covering various types, tax implications for beneficiaries, and strategies to minimize taxes. What Taxes Do Trusts Pay? Trusts are generally subject to two primary […]

5 Tax Benefits of a Health Savings Account (HSA)

A person typing on a laptop with a stethoscope placed on the desk nearby.

A Health Savings Account (HSA) is more than just a way to save for medical expenses—it’s one of the most tax-advantaged accounts available in 2025. Whether you’re looking to reduce your taxable income or save for retirement, an HSA offers several benefits that can maximize your financial health. In this guide, we’ll cover FIVE key […]

Everything You Need to Know About Taxes on Lottery Winnings

Lottery Tickets

“Yay…I WON THE LOTTERY! Now what?” Whether you’re here because you hit the motherload of jackpots or just want to know what would happen if your numbers came through, let us say…CONGRATULATIONS!  Congrats on your winning and congrats for having the foresight to ask what your next steps are from a tax perspective. Winning the […]