What Is the Simplest Way to Transfer My Home to My Child?
A client recently asked me a very common estate and tax planning question. He said that if something were to
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AI Is Changing the Future of Insurance Agents
Yesterday, The Wall Street Journal reported on State Farm’s AI strategy and proposed contract changes for its agents. State Farm
Continue readingWorld Cup Predictions, Odds, Sports Betting, and Taxes
Something very interesting happened during the 2026 World Cup. Spain, one of the favorites to win the tournament, tied Cape
Continue readingJapan’s Interest Rate Hike and the Yen Carry Trade
The Bank of Japan raised its policy rate to 1.0 percent on June 16, 2026. This is Japan’s highest interest
Continue reading5 Retirement Plans Self-Employed Individuals Should Consider
If you are self-employed or own a small business, retirement planning is your responsibility. Unlike employees who may have access
Continue readingWhen Should You File an Amended Tax Return and When Is It Better to Wait?
After filing a tax return, it is not unusual to discover new information later. A tax form may arrive late.
Continue readingDo Past Tax Mistakes Really Threaten Your Green Card?
If you are an F‑1 student, J‑1 exchange visitor, or E‑2 employee thinking about applying for a green card (Form
Continue readingUS Tax Filing Guide for F-1, J-1, and E-2 Visa Holders
Many visa holders assume that living and working in the United States automatically means filing Form 1040 like everyone else.
Continue readingAutomatic 6-Month Tax Extension: Why Some Taxpayers Use It
Many people think a tax extension is only for those who are late or unorganized. In reality, a 6‑month extension
Continue readingF‑1 + OPT: 5‑Year Rule and Education Tax Credit Traps
Many F‑1 visa students working in the U.S. under OPT are surprised to learn that they cannot claim U.S. education
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