Archive

$50,000 Less Shield in 2026

The deduction feeds the tax that eats the deduction.

Aug 24, 2026

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3 min read

$40,000 Deduction Shrinks 30 Cents per Dollar After $500K

Your software ran the worksheet. You never saw the number change.

Aug 21, 2026

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3 min read

Everyone's Converting to Roth at 18. Read the Trap Door First.

The penalty goes away. The tax does not.

Aug 20, 2026

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3 min read

IRS Notice 2002-27 Has a Gap in It

Your broker knows the clock is running

Aug 19, 2026

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3 min read

The $2,702 Line That Never Shows on Your 1040

Your software totals one cost. The IRS collects three.

Aug 18, 2026

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3 min read

How a $0 Estate Tax Bill Turned Into $61,880

Swap powers work, but only while the grantor is breathing.

Aug 17, 2026

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4 min read

One Clause on Page Six Flips a $300,000 Deduction

The auditor won't look at Line 14. He'll open the drawer.

Aug 14, 2026

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3 min read

Two Cuts Hit Your Tithe. Neither One Prints on the Form.

Your software ran the math and never showed you the worksheet.

Aug 13, 2026

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3 min read

The 2/37 Fraction Hiding Inside Your SALT Raise

$100,000 in deductions now saves $35,000, not $37,000.

Aug 12, 2026

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3 min read

How to Keep All $12,000 Before January's Mail Arrives

The IRS built a valve that opens after the water passes it.

Aug 11, 2026

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3 min read

The Phaseout Eats $4,200 Down to $200

Form 1098-VLI arrives seven months after you already signed.

Aug 10, 2026

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3 min read

The SALT Cap Shrinks Back to $10,000 at $600K

That $30,000 gap is sitting in a quiet room, waiting for April.

Aug 7, 2026

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3 min read