Watch
Long videos and Shorts, grouped by series, each with chapters and a transcript.
Learn. Verify. Carry forward.
Tax rules in plain English, checked and dated.
Short lessons from our team. Watch a video, try a quiz, play the office games, and carry one sentence forward.
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Pick a door
Four ways in
On the desk now
Newest
The first lesson is on its way
Videos appear here the moment they are public on YouTube, and never before, so there are no dates to slip. Subscribe on YouTube to catch the first one.
Inside every lesson
How a lesson works
The same four beats every time, so you always know where you are.
Watch one idea
Each video teaches one rule, with chapters, captions and a full transcript.
Check the figures
Every figure carries a CHECKED stamp: the source, the date we checked it, and when it is due for a re-check.
Pencils down
Guess before the answer, then take a short quiz. Mistakes never count against you, and each one explains itself.
Carry it forward
Leave with one sentence worth keeping. That is the takeaway, and the name of the show.
Articles
The written versions
Article
529 plans: what they cover, the gift rules, and the 529-to-Roth rollover
How a 529 plan is taxed, what counts as a qualified expense, the gift-tax rules for big contributions, and how leftover money can roll into a Roth IRA.
Article
Fixing a filed return: Form 1040-X, deadlines, and checking your refund
When to amend and when not to, the refund deadline, how to e-file Form 1040-X, and how to track an amended return or a regular refund.
Article
Capital gains, tax-loss harvesting and the wash-sale rule
How long-term and short-term gains are taxed in 2026, how losses offset gains and income, and how the wash-sale rule can quietly postpone a loss.
From the glossary
Tax words, in plain English
The words that make tax sound harder than it is, each in a sentence or two.
Carryforward
An amount, such as a loss or a credit, that could not be used this year and moves to a later year.
Marginal rate
The rate on the next dollar of taxable income.
Basis (cost basis)
Your investment in an asset for tax purposes: usually what you paid, plus or minus certain adjustments.
CP2000
An IRS notice that proposes a change to a return because the forms filed under your number (W-2s, 1099s) do not match what the return reported.
RSU (restricted stock unit)
A promise to deliver company shares when they vest.
Estimated tax
Payments made during the year on income that has no withholding, or not enough: self-employment income, investment income, a large stock sale.
My desk
Points, levels and badges, for the fun of it
Answer, review and play to earn XP and climb from Intern to Partner. Each topic moves through five ledger states as you learn it, and states never drop.
Points and badges are for fun. Nothing is ever won, bought or redeemed. There are no leaderboards, and your progress never leaves this browser.
The career ladder
- Intern
- Staff
- Senior
- Supervisor
- Manager
- Senior Manager
- Director
- Partner
- OpenEvery topic starts here.
- DraftedFinish the lesson or answer a few questions.
- PostedPass the topic quiz.
- ReconciledGet every core question right at least once.
- Carried ForwardStill right in review, a week or more later.
Down the hall
Two more rooms
Office Hours
Questions from the YouTube comments, answered on video. Paraphrased, with no names or notice numbers.
How we check facts
Every figure is checked against a primary source and dated, with a re-check date. Here is the method, and the corrections log.