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Courses
2026 Tax Guide: Navigating the 3 Big Tax Types You Need to Know
Discover the three tax zones—earnings, purchases, ownership—in 2026 Tax Guide. Dive deep into 12 essential taxes and their impact on your finances and the economy
Blog
Retirement Bucket Strategy 2025: How to Use the 3-Bucket Retirement Strategy
Discover how the retirement bucket strategy minimizes market risk and ensures lifelong income. Learn to allocate assets across short, medium, and long-term buckets for 2025 retirement security
Blog
Gambling Loss Deduction Cap: OBBBA’s 90% Rule Explained
Starting 2026, OBBBA limits gambling loss deductions to 90%. Learn who’s hit hardest, how to plan, and what lawmakers are doing
Blog
Section 174A Explained: Should Eligible Small Businesses Amend Now?
Fully understand Section 174A relief for 2022 24 R&D: eligibility, deadlines, and strategic pros/cons of amending vs filing new returns.
Blog
IRS Tax Traps: How to Avoid | 7 Tax Planning Tips
Learn how to dodge costly IRS tax traps with expert record keeping, deductions strategies & filing tips. Protect yourself before filing.
Blog
How to Make $200,000 in Retirement: Essential Milestones and Tips
Explore practical strategies to live on $200,000 in Retirement comfortably. Target savings milestones, inflation considerations, and supplemental income options
