Guides
Understand it before you run the numbers
The topics that trip people up most, laid out with their statute citations. Read the concept, then jump to the calculator at the end of each guide.
Defend · Filing Duty
FBAR·Form 8938 Filing Determination
Threshold tables, deadlines, and three common mistakes.
Grow · Real Estate§1031 Exchange — The 45/180-Day Rules
The timeline and boot mechanics behind deferring capital-gains tax.
Grow · RetirementRoth Conversion — When It Pays Off
Timing conversions backward from the age-73 RMD.