News and Updates
Short-Term Rentals and Bonus Depreciation: What Actually Qualifies
Start With the Investment Itself Before we talk about bonus depreciation or any tax strategy tied to short-term rentals, I want you to ask yourself one question: would you buy […]
When One Child Opts Out: Keeping Family Gifting Fair
A family recently came to me with an situation that felt awkward on the surface but points to something much bigger. They have three adult children, ages 36, 39, and […]
The Three Costly Purchases Retirees Regret
Full Article Link: https://www.the-independent.com/us/money/retirement-purchases-regrets-finance-b2922226.html Quote from Deon Strickland, Ph.D. “Instead of buying something, rent it. If you think you want a mountain house, rent a mountain house for a year. […]
Family Travel Fairness, STR Bonus Depreciation, and Digital Risk Management
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we start with a question about navigating lifestyle differences among children and what happens when those differences […]
Australian Super Funds and US Taxes: What Expats Need to Know
If you’re a dual US-Australian citizen living permanently in the United States with money in Australian super funds, you need to understand how these accounts are treated from a US […]
What’s Next?
We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.