Research

Learn how the rules work

Research papers on the strategies you pick, short explainers on the rules behind each strategy and tool, and articles to read at your own pace.

Free during the private beta. No card needed.

The research papers

Every strategy, two ways: the full memo and Todd’s Take

The full technical memo

How the strategy works, the law behind it, the forms, the risks and a step-by-step checklist. Written to the standard of a national tax office.

Todd’s Take

The practical side, from 30 years of advising clients, running businesses and developing real estate. When it is worth doing, where people get it wrong, and what Todd would do.

The catalog

67 strategies

Pick the strategies that fit your situation. The Planner plan includes papers on the Tier 1 strategies you pick.

Tier 1 · 56 strategies

Retirement Plan Maximization
Roth 401(k) Strategic Allocation
Roth Conversion
Backdoor Roth
HSA Plan
Deferred Comp Plan
Restricted Stock
Stock Options
Tax Bracket Management
Accountable Plan for Home Office
Strategic Withdrawals Across Account Types
Time Medical Expenses for Deduction
Time Social Security Benefits
Short-Term Rental Strategy (7-Day Rule)
TURO / Outdoorsy Rental Business
Equipment Leasing (Structured Active)
Section 121 Home Sale Exclusion
Tax Loss Harvesting
Direct Indexing
Long-Short Loss Harvesting Overlays
Collars & Variable Prepaid Forwards
Home Office / Supercharged Home Office
Family Management Company / Employ Kids
Augusta Rule
Business Auto
1202 Gain Exclusion / Family Stacking
1045 QSBS Rollover
Retirement Plan Loan
Self-Directed Retirement Plans
Opportunity Zones
S-Corp vs. LLC
Installment Sale
Bonus Depreciation
Home Equity Loan
Cost Segregation Study
Partial Disposition Elections
Carried Interest
1031 Exchange Management
DST-to-721 UPREIT Pipeline
721 Transaction
121/1031 Stacking & Conversions
121 on Rehab Projects
Real Estate Professional
163(j) RPTB Election
Transferable Credit Purchases (6418)
Historic Tax Credits
Conservation Easement (Fee-Simple)
PTET Election
State Composite Returns
Charitable Gifts of Appreciated Assets + Life Insurance
ILIT
Annual Gift Exclusion
Lifetime Exemption
529 Superfunding
Donor-Advised Fund (Bunching)
Charitable Donation of Appreciated Assets

Tier 2 · advanced · 11 strategies

Structured Installment Sale
Invest Fees as GP/LP
708 Transaction
Basis, Debt & Cash Flow (LT Planning)
Move to a Tax-Free State
Private Placements
Corporate Formations
Two-Trust System (A/B)
Swap-Power Basis Management (675(4)(C))
Family Limited Partnership
Bargain Sale to Charity

Explainers

Short answers on the rules

Each strategy and tool has a plain explainer on the rule behind it, with its sources. Every plan includes them.

Articles

Read before you plan

Plain-English articles on tax strategy. Free to read. Education, not advice.

Read the research on your own strategies

Pick your strategies in TaxBRK. Free during the private beta.