Our kids had unearned income more than $1350 (dividends, short and long term capital gains). Since they need to file a tax return, what is the better approach? A) to file an extension for them and include them in our (parents) filing with form 8814? or B) just separately file it now? @Ryan Bakke, CPA @Mason Kimball, CPA @Kevin Medina, CPA, MBA

Hello! I just finished my intro call with R.E. Cost Seg, and they mentioned a 10% discount if I use a referral link. Has anyone here worked with them before and has a link that I can use? Thank you!

Be careful not to overfund your 401ks/HSAs/or social security

I was told that, we can open personal or business credit cards but use them vice versa as long as books are clean. Meaning, we can open a CC under our personal name and exclusively use it for a specific rental property's expenses, and vice versa, we can open a CC under our business name and use it for our personal property, IF we are renting out rooms (co-living, ADU, etc), as long as we have clean books and clear categorizations? Is this true and correct?? @Ryan Bakke, CPA @Mason Kimball, CPA @Kevin Medina, CPA, MBA