Case Study
May 13, 2026
Every countdown has a moment where the reveal feels inevitable. You already know where this is going. New York. Number one on my personal list
Nobody saves money in April. They save it the April before. That one took me a while to really internalize, even though I’ve been doing
There is a game being played in every audit, and almost nobody knows the rules before the first letter arrives. The IRS is not just
than most people expect before they arrive. You can read that piece here: The States That Tax You With a Smile. This week we move
Before we get into this one, I would like you to direct your attention to this Quick Disclaimer: I am a tax strategist, not an
Tax season just ended. You wrote the check. And somewhere between signing the return and closing the envelope, you probably asked yourself a question that
There is a version of becoming self-employed that nobody warns you about. You leave the job. You start the business. The clients come. The revenue
April 15th has a strange effect on people. The moment that deadline passes, a very particular kind of silence settles in. The folders get closed.
Nobody wakes up on April 15th feeling relaxed. Not even me, and I do this for a living. There is something about this date that
Every pilot, no matter how experienced, no matter how many thousands of hours logged, runs a pre-flight checklist before takeoff. It is not because they
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