Tax Planning Club
Constantly expanding since August 2026, suggestions welcome
Do I have to pay estimated taxes?
Should I do a Roth Conversion?
What are the passive activity loss rules?
What medical expenses can I deduct?
What is a Qualified Charitable Distribution (QCD)?
What is a Donor Advised Fund (DAF)?
What is Phantom Stock?
What is a Stock Appreciation Right (SAR)?
What is an employee LTIP?
What is Private Placement Life Insurance (PPLI)?
My client received a letter about UBTI from their IRA custodian
Can I cut my taxes by moving to another state?
What is an exchange fund?
How are oil and gas investments taxed?
Should I hire a tax preparer?
What is a Qualified Opportunity Fund (QOF)?
How should I sell my S Corporation?
Is my client’s activity a hobby or a business?
What is the ‘Self Employed Health Insurance Deduction’?
Can my business qualify for QSBS?
My client is starting a business, what expenses can he take?
Rental Properties - Do I need an LLC?
Rental Properties - Can I Rent to a Family Member?
Rental Properties - I just bought a vacation home, is there a tax benefit?
Rental Properties - Can I deduct rental losses on my tax return?
Rental Property - Should I do a cost segregation study?
What happens to my qualified plans when I live outside the US?
I'm receiving an inheritance or gift from outside the US, what should I do?
What to do with my client’s UK pensions?
I am retiring outside of the US, what do I do?
I am on a J-1 student visa, how will I be taxed in the US?
Canada: What should I do with my Canadian Qualified Plans?
Canada: My Canadian client just moved to the US, is there a ‘Departure Tax’?
I am a dual citizen living outside the US, what happens to my US brokerage accounts when I die?
What type of trusts help with tax planning?
How are CRTs taxed?
What is a Spousal Lifetime Access Trust (SLAT)?
Step 1: Where should I start tax planning for my clients?
Step 2: Looking for ideas: Reading the Form 1040
Step 3: Implement the tax-planning foundation
How do I reduce taxes in a big income year?
My client is retiring
My client has capital loss carryforwards, what are the planning opportunities?
My client’s spouse died, how does that impact taxes?
My client’s spouse died, what is their basis in assets received?