In this issue:

• Moose's first haircut and a trip to Beantown
• Understanding mutual fund capital gain distributions (in a normal taxable brokerage account)

In this issue:

• A conference and a tax planning designation
• How much to Roth convert in a year

In this issue:

• Snowboarding and a Moose
• Who should consider doing Roth conversions

In this issue:

• Happy new year
• Tax-related changes for 2025