s3-methodologies
Why the Strongest Financial Relationships Don't Choose Between Professional Advice and Personal Honesty The False Choice That's Weakening Financial Relationships Over the past several years, I've been tracking a fascinating pattern among families who build lasting wealth - particularly those with complex financial situations,
s3-methodologies
Why the Most Sophisticated Clients Don't Choose Between Expert Advice and Personal Understanding The False Choice That's Exhausting Educated Clients Over the past several years, I've been tracking a fascinating pattern among intelligent, successful people who seek financial planning - particularly professionals, business owners,
s3-methodologies
Why the Most Successful Investors Don't Choose Between Market Participation and Peace of Mind The False Choice That's Exhausting Smart Investors Over the past several years, I've been tracking a fascinating pattern among successful long-term investors - particularly those building wealth for retirement, career
shorts
Watch On YouTube Did you know that you can prove residency with a simple calendar? 🗓️ This short provides a Simple, clear tip that can save you a lot of headache. A Safe approach means having all the necessary documentation to prove residency for tax purposes, especially in shared custody situations.
shorts
Watch On YouTube What's the difference between 'I support them' and 'they support themselves' for tax purposes? 🤔 This short provides a Simple and clear answer and explains a common confusion. A Sound approach means understanding the specific tests for different dependency categories. Get answers
shorts
Watch On YouTube Can you still claim a working teenager who pays for their own expenses? 💸 This short provides a Simple answer and explains the support test. A Sound approach means using IRS Worksheet 3-1 to calculate all support provided by all sources. Get answers to more questions by visiting
shorts
Watch On YouTube What happens when you have exactly 50/50 custody? ⚖️ This short provides a Simple, clear answer and explains the 'more than half' rule. A Sound approach means understanding that the IRS rules are binary and there is no partial qualification. Get answers to more questions
shorts
Watch On YouTube Did you move with your child this year? 🏠 This short provides a Simple and clear answer on how to count the residency test. A Sound approach means understanding that what matters is living WITH you, not living in a specific address. Get answers to more questions by
shorts
Watch On YouTube Does a child going away to college still meet the residency test for tax purposes? 🏠 This short provides a Simple, clear answer and explains the 'main home' concept. A Sound approach means understanding that residency is about family unity, not just geography. Get answers to
shorts
Watch On YouTube How do you prove your child was a full-time student to the IRS? 📑 This short provides a Simple and clear answer and explains the importance of documentation. A Safe approach means having official records from the school to prove eligibility. Get answers to more questions by visiting
shorts
Watch On YouTube Does a part-time college student count as a qualifying child for tax purposes? 🎓 This short provides a Simple and clear answer, and explains the critical 'full-time student' rule. A Sound approach means getting official documentation from the school to prove full-time status. Get answers to
shorts
Watch On YouTube Did you know that your child's age on December 31st determines whether you can claim them as a qualifying child? 🎂 This short provides a Simple, clear answer and explains a common mistake parents make. A Sound approach means understanding that timing matters for tax planning.