Homeowners may face a big tax bill if they sell their house for a gain.

Your property can appreciate in value when you live in a desirable neighborhood, make major improvements, or stay in your home for decades.

You'll owe tax when you surpass the IRS primary residence exclusion or if you do not qualify for it.

Our workbook gives you step-by-step instructions to calculate your adjusted basis and taxable gain, so you can avoid as much capital gains tax as possible.

Available in paperback.

As a newly married couple, your lives are joined together in more ways than one. Your post-wedding life opens up a new world of decision making.

Now you must tackle the financial challenges of marriage. Our book highlights the essential topics you should know in easy to understand language. 

Buy it for yourself, or as a wedding gift for the bride or groom. Available in paperback and Kindle.

Playing a game of chance could lead to a big jackpot, but a win will transform your entire life. 

Are you ready for all the decisions that come along with claiming the gambling income?

Our mini book highlights vital topics, including gambling taxes, options for accepting the prize, tips when pooling funds with others, and more.

Plus, you’ll learn why you need to assemble an advisory team.

Listing your house on Airbnb or Vrbo lets you earn extra money on the side, but now you must worry about taxes and housing regulations.

When you earn rental income, you pay federal, state, and local taxes on the profit. Depending where you live, the short-term rental platforms may help remit some taxes, but not all.

Plus, you must comply with federal, state, and local rules to use your residence as a business (transient lodging). Otherwise, you could face hefty fines that will obliterate your earnings. 

Our book explains what you can expect from operating a B&B in your primary residence or second home.