tax tips from a former irs agent

We did the time behind the scenes, now you get the benefit of that first-hand experience.

Why Q3 is Your Secret Weapon for Better Tax Planning

Why Q3 is Your Secret Weapon for Better Tax Planning

For most business owners, taxes are something that get serious attention once the year is already over. This works great if you want to let the best opportunity to change the outcome slip through your hands. That’s why the third quarter can be one of the most valuable times of the year for tax planning.

By Q3, you have several months of actual financial performance behind you, giving you a much clearer picture of revenue, profitability, expenses, and cash flow. At the same time, there are still several months left to make strategic decisions before year-end.

In other words: you finally have enough information to plan and enough time to act.

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How a Conversion Van Can Be Both Your Dream Overlanding Rig & a Tax Advantage

How a Conversion Van Can Be Both Your Dream Overlanding Rig & a Tax Advantage

Understanding how these rules apply, and structuring the vehicle and its use properly, can let you enjoy adventure travel while taking advantage of legitimate tax breaks. Learn the key rules, use patterns, and record keeping you’ll need to support claims. No shag carpet, sketchy airbrush murals or diamond-shaped windows needed.

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Understanding the Three Types of Income for Tax Purposes: Earned, Passive, and Portfolio
Claire Pelton Claire Pelton

Understanding the Three Types of Income for Tax Purposes: Earned, Passive, and Portfolio

When it comes to taxes, not all income is treated the same. In fact, the IRS classifies income into three main types—earned, passive, and portfolio income—and each is taxed differently. Whether you're a business owner, real estate investor, or simply looking to get a better handle on your finances, understanding these categories can help you plan smarter and avoid surprises at tax time.

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