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Sunday, July 19, 2026

A few months ago, a business owner came to me after a conversation with his accountant left him with more questions than answers. He'd managed his own taxable brokerage account for two decades while running his business, and that...

Saturday, July 18, 2026

A client came to me last year with a plan he'd put together almost entirely from social media. He'd watched a handful of videos on short-term rental tax strategy, run the numbers on a property he liked, and was ready to buy — convinced...