News and Updates

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 […]

When portfolios get large and spread across multiple accounts, custodians, and reinvestment systems, tax loss harvesting becomes more complicated than most investors expect. One of the most common questions I […]

Questions about solar investments usually start with taxes. Investors hear about large write-offs, accelerated depreciation, and credits that can offset other income, and it sounds compelling. But whenever an investment […]

This question comes up all the time, especially for high earners who are still working into their mid to late 60s and are not relying on Social Security to fund […]

One of the most common points of confusion I see around Roth planning has nothing to do with tax brackets or strategy. It comes down to timing. Specifically, people mix […]