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Kevin

115 articles published

A block illustration of Form 8582 with tax-related icons like a dollar sign, house, and calculator, highlighting the keyword "Deductions."

Real Estate TaxNovember 15, 2024

Unlocking Form 8582: A Step-by-Step Guide to Allocating Rental Losses

Business owner at a crossroads choosing between "Salary" and "Owner's Draw."

Accounting, Business Tax, PayrollNovember 14, 2024

Owner’s Draw vs. Salary: Making the Right Pay Decision for Your Business in 2024

A person carrying a Traditional IRA enters a Roth IRA through a door labeled "Backdoor Roth IRA."

Retirement Planning, Tax PlanningNovember 12, 2024

Backdoor Roth IRA for High Earners: A Simple Guide (No Traditional IRA Needed)

A colorful block illustration of a chameleon transferring between branches labeled "Traditional IRA" and "Roth IRA."

Financial Planning, Retirement Planning, Tax PlanningNovember 12, 2024

Tax Consequences of IRA Recharacterizations: What to Expect When You Convert

A person receiving a bonus check, with a speech bubble highlighting Roth IRA contribution limits.

Retirement Planning, Tax PlanningNovember 12, 2024

Avoiding Roth IRA Contribution Surprises: Year-End Bonus Tips

Hand sorting coins, representing the Pro Rata Rule.

Financial Planning, Retirement Planning, Tax PlanningNovember 12, 2024

Understanding the Pro Rata Rule: What High Earners Need to Know About Roth Conversions