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General education, not advice for your situation.

Carry Forward with Hunter Start here Intern0 XP

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Every lesson, checked and dated.

Every lesson in one place, by series. Each page has the video, a transcript, chapters, the sources and a quiz.

The first lessons are being filmed.

Each video appears here the moment it is public on YouTube, with its transcript, chapters, sources and a short quiz.

What the series will cover

  • Letter of the Week

    One IRS letter at a time: what it means, which date matters, and whether it may be wrong. Calm and sourced.

  • Comp Class

    Equity compensation as a numbered course. RSUs, ISOs, ESPP and NSOs at return level: when the tax is triggered, what withholding misses, and what the forms leave out.

  • Doctors

    Retirement plans and tax rules for physicians and dentists: 403(b), 457(b), the backdoor Roth and more, with each year's limits sourced.

  • Owners

    For S corporation owners and freelancers: paying yourself, payroll, basis and estimated taxes, one rule at a time.

  • The Numbers

    The figures that change each year, checked against IRS sources and dated on screen: limits, deadlines and year-end checklists.

  • Property

    Rental property, one rule at a time: where the losses land and what decides it.

  • Office Hours with Hunter

    Your questions, one at a time. Paraphrased, no names: the general rule and what depends on your facts.