Level Up Quest

All Products, Personal Residence

Homeowner’s Guide part 2: Tax Strategies

Course

This lesson covers Energy Credits, a case study on deducting mortgage interest without being on the deed (Bruce v. Commissioner), and ends with review questions and a final exam to reinforce learning. Total duration: 50 minutes.

All Products, Personal Residence

Home Seller’s Guide part 1: Maximizing Tax Benefits Before You Sell

Course

This lesson covers the 2/5 year rule for personal residence exclusion, unforeseen circumstances, and renting out a room, with review questions and a final test to solidify understanding. Total duration: 51 minutes.

All Products, Personal Residence

Start: Home Seller’s Guide part 2: Maximizing Tax Benefits Before You Sell

Course

This lesson explores renting out a home before selling, strategies to reduce gains, and includes review questions and a final exam to reinforce key concepts. Total time: 51 minutes.

All Products, Stock Options

Using Visuals to Simplify: ISO - AMT paid and AMT credit

Course

Using visuals to learn how to navigate ISOs and Alternative Minimum Tax. Learn how AMT gets affected when exercising ISOs, and how AMT credit works.

All Products, Stock Options

Using Visuals to Simplify: ISOs when Strike price = FMV

Course

Learn how to navigate the scenario for Incentive Stock Options. Specifically when the strike price = FMV at time of exercising.

All Products, Stock Options

Using Visuals to Simplify: ISOs when Strike price < FMV

Course

Learn how to navigate the scenario for Incentive Stock Options. Specifically when the strike price < FMV at time of exercising.