US Tax Planning

Three modules. Nine lessons. From understanding your tax bracket to legally reducing your bill with deductions, credits, and smart account strategy.

3 Modules

9 Lessons

~44 min total

Free forever

What You'll Learn

Tax Basics

Deductions & Credits

Tax Strategy

Start First Lesson

Course Modules

Complete each module in order for the best learning experience.

Module 13 lessons

Tax Basics

How the US tax system actually works — marginal brackets, effective rates, filing status, and the difference between a W-2 employee and a 1099 contractor.

Start Module

How US Taxes Work — Brackets, Rates & the Big Picture

6 min read

Filing Status — Which One Are You?

4 min read

W-2 vs 1099 — Employee vs Self-Employed

5 min read

Module 23 lessons

Deductions & Credits

Standard vs itemized deductions, above-the-line deductions anyone can take, and the most valuable tax credits that directly reduce your bill.

Start Module

Standard vs Itemized — Which Saves You More?

5 min read

Above-the-Line Deductions — Anyone Can Take These

5 min read

Tax Credits — Dollar-for-Dollar Tax Reduction

5 min read

Module 33 lessons

Tax Strategy

Use tax-advantaged accounts to shelter income, understand capital gains rates, and harvest losses to offset gains — legally paying less every year.

Start Module

Tax-Advantaged Accounts — 401(k), IRA, HSA

5 min read

Capital Gains — Short-Term vs Long-Term Rates

5 min read

Tax-Loss Harvesting — Turn Losses Into Savings

4 min read