Three Oaks Wealth

https://youtu.be/uHiI4yFCCqU

The Big Beautiful Bill from July of 2025 gives taxpayers an additional deduction for overtime pay. But to take it you'll need to take a few extra steps. In this video we explain the deduction, what to expect, and what your payroll department might not tell you.

No Tax on Overtime : Don't Make This Mistake No Tax on Overtime The Big Beautiful Bill from July of 2025 gives taxpayers an additional deduction for overtime pay. But to take it you'll need to take a f...

https://youtu.be/YY3z_b_Bn0s

Turbotax, TaxSlayer, Tax Act, and other tax prep software have come a very long way in the last few years. Are you better off saving money with one or hiring a tax professional to file your return this year? We dive into the details and circumstances where the software makes more sense.

Turbotax vs CPA 2026 Turbotax, TaxSlayer, Tax Act, and other tax prep software have come a very long way in the last few years. Are you better off saving money with one or hirin...

https://youtu.be/DRLJMI9icE8

You may have come across so self described financial "experts" on the internet claiming that you shouldn't use your workplace 401k or invest in an IRA because it's a scam. These accounts most certainly are NOT scams. In this video we walk through the math of the tax advantages offered when investing in them, and compare them to the restrictions and drawbacks.

IRAs & 401(k)s: NOT a Scam IRAs & 401(k)s: NOT a ScamYou may have come across so self described financial "experts" on the internet claiming that you shouldn't use your workplace 401k ...