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10/23/2026

Your house went up in value. Here's how to keep it from the IRS.

If the home has been your main residence for at least two of the last five years, you can exclude up to $250,000 of profit from tax when you sell. Married couples filing jointly can exclude up to $500,000.

The key word is profit, not sale price. Your profit is your sale price, minus your selling costs, minus your cost basis.

Your basis starts with what you paid for the home, plus certain closing costs like title insurance and transfer taxes. Every improvement you make adds to it: a new roof, a kitchen remodel, an addition.

The higher your basis, the lower your profit, and the easier it is to stay under that line. You do have to be able to prove those improvements, so keep the invoices for as long as you own the home.

Your CPA can tell you exactly where your numbers land.

Save this for when you're ready to sell.

Salt Lake City fall drinks, and somewhere good to sit.Every shop here makes their own seasonal syrups, and every one of ...
10/21/2026

Salt Lake City fall drinks, and somewhere good to sit.

Every shop here makes their own seasonal syrups, and every one of them has a chair you'd want to sit in for an hour.

Order the fall drink, then stay a while.

β€’ Bjorn's Brew - Part of every sale here goes to animal charities.
β€’ Honeysuckle Coffee Co. - The pastry case goes seasonal right alongside the drinks, and weekends fill up fast.
β€’ Canyons Coffee - Order a flight to sample a few before you commit to a favorite.
β€’ La Barba Coffee - A local roaster known for consistency, open early on weekdays.
β€’ Peace on Earth Coffee - The staff has a reputation for making regulars feel truly welcomed.
β€’ High Point Coffee - Local makers sell their own merchandise right in the shop.

Send this to someone you want to enjoy a fall drink with.

10/16/2026

These shops are serving great coffee and cozy vibes.

Fall menus are up around Salt Lake City. These are the ones where I'd rather sit down than take the cup with me.

Here's what to order at each, and where to sit while you drink it.

β€’ Bjorn's Brew - Order the Witch's Brew, then stay a while, every drink comes with a shortbread cookie and dogs get real bones.
β€’ Honeysuckle Coffee Co. - Get the Brown Sugar Maple Latte in a room that feels like a big living room, not a cafe.
β€’ Canyons Coffee - Try the flight to sample a few fall drinks, then stay a while in a space built for hanging out.
β€’ La Barba Coffee - Order the Pumpkin Spice syrup in your drink, then settle into the relaxed downtown room built for sitting a while.
β€’ Peace on Earth Coffee - Order the Harvest Moon and post up on the dog-friendly patio or a couch, built for sticking around, not leaving.
β€’ High Point Coffee - Order the Autumn Woods, then grab a seat by the fireplace at the door β€” plenty of room to stay.

The drink is the easy part. Any of these will make you something good in October. What separates them is whether you still want to be sitting there when the cup is empty.

Send this to someone you want to enjoy a fall drink with.

Caulk, weatherstripping, window film. All of it works, and all of it keeps something in.The fall winterizing list is goo...
10/14/2026

Caulk, weatherstripping, window film. All of it works, and all of it keeps something in.

The fall winterizing list is good advice. It's just only half a list, and the missing half is free.

One thing that didn't fit on the slides: if the air in the house is dry enough that your skin is cracking, check the humidity while you're at it. Between 30 and 50 percent is the range. Over 50 and you start inviting mold, which is a worse trade than dry hands.

Send this to whoever does the winterizing at your house.

10/09/2026

If the house feels stuffy no matter what you do, you've been solving the wrong problem.

Cleaning takes dust off the surfaces you can reach. The stuffiness isn't on a surface.

Once the windows are shut for the season, your furnace is the only thing moving air in the house, and it moves the same air every time. Carbon dioxide, cooking fumes, whatever comes off your cleaning products. It all stays in here with you until spring, and no amount of wiping counters touches it.

Two things actually change it, and neither one costs you heat.

Run your kitchen and bathroom exhaust fans all the way through when you cook or shower. They vent outside. Most people use them for smoke and steam and nothing else.

Then on the next mild day, crack a couple of windows on opposite sides of the house for five or ten minutes and let the air move through.

DM me and I'll send you the filter rating and swap schedule that goes with this, so the air has somewhere to go and something catching what's in it.

The Sandy and Draper fall season is posted. These are the 7 I'd start with.🎭  - Hale has three stages going at once, so ...
10/07/2026

The Sandy and Draper fall season is posted. These are the 7 I'd start with.

🎭 - Hale has three stages going at once, so there's almost always something new to catch even after you've seen one show.
🎭 - It's a small nonprofit theater with comfortable seating, so even a sold-out night doesn't feel cramped.
🎭 - They're a community ballet company, so dancers from all over the valley train and perform together there.
🎭 American West Symphony & Chorus of Sandy - They put on roughly 14 concerts a season, moving between venues around the valley from fall through early summer.
🎭 Cottonwood High School Theatre - It's a high school production, so tickets are a budget-friendly way to see a full musical with a live cast.
🎭 Sandy Arts Guild - The Theater at Mount Jordan - It's run by the city, so costumes and sets stay in rotation and get reused season to season.
🎭 - It's an old neighborhood theater run almost entirely by volunteers, which is part of why it feels different from the bigger stages.

Don't put off buying tickets, especially for the short-run shows.

Send this to whoever you'd want in the next seat.

10/02/2026

The fall season in Sandy and Draper is posted and on sale. Here's what's opening at 7 of them.

🎭 - Hale Centre Theatre - Our Town runs through Oct 19, Joseph and the Amazing Technicolor Dreamcoat through Oct 24.
🎭 - Draper Historic Theatre - Little Shop of Horrors opens Oct 2 and runs through Oct 24.
🎭 - Mountain West Ballet - Nutcracker Ballet runs December 11-19, tickets go on sale November 10.
🎭 American West Symphony & Chorus of Sandy - American West Symphony & Chorus of Sandy - Music & Wonder concert plays October 17 and 18 at 7:30 pm.
🎭 Cottonwood High School Theatre - Cottonwood High School Theatre - Seussical runs November 19-22, shows at 7:00 pm each night.
🎭 Sandy Arts Guild - The Theater at Mount Jordan - Sandy Arts Guild - Tuck Everlasting is up now, running October 2 through 12 only.
🎭 - Draper Historic Theatre - Little Shop of Horrors runs October 2-24, so don't wait too long on this one.

Check the run dates before you pick one. Some of these are up through winter and some close in three weeks.

Send this to whoever you'd end up sitting next to.

Most families end up guessing at what you wanted for the house in the week after a funeral.Not because you didn't plan. ...
09/30/2026

Most families end up guessing at what you wanted for the house in the week after a funeral.

Not because you didn't plan. Because a will only answers one question.

The house is the one that causes the most trouble. Every other asset gets divided. A house has to be kept or sold, and somebody has to decide which one.

Say why, too. If one kid gets the house and the others don't, or the split isn't even, tell them the reason while you're still here to give it.

If you're not sure how your property is titled, send me a message. I can't give you legal advice, but I can go through the deed with you and point you toward an estate attorney.

09/25/2026

You can have a perfectly valid will and still have your house sit in probate for months. Here's where the gap usually is.

A will tells a court what you wanted. It doesn't control the deed.

Property titled in your name alone goes through probate first, no matter what the will says. Joint tenancy with right of survivorship passes straight to the surviving owner. Tenancy in common doesn't. Most states also let you record a transfer on death deed, which names who gets the house and keeps it out of probate.

Your retirement accounts work the same way. They pass to whoever is on the beneficiary form, and that name beats your will every time.

Pull your deed from the county recorder and read how you're listed. If it doesn't match what you want, send me a message. I can't give you legal advice, but I can go through how your property is titled with you and point you toward an estate attorney.

A trip does not have to cost a flight and three vacation days.Five weekend getaways within about two hours of Salt Lake ...
09/23/2026

A trip does not have to cost a flight and three vacation days.

Five weekend getaways within about two hours of Salt Lake City, yet far enough away to feel restful.

πŸš— The Homestead Crater - Book the Crater ahead for a weekend, since reservations there are not a formality.
πŸš— Park City Mountain - Parking runs $60 to $80, the cost nobody plans for.
πŸš— Snowbasin Resort - No lodging on the mountain, so people stay in Ogden, thirty minutes out.
πŸš— Sundance Mountain Resort - Late September into early October is when the canyon turns.
πŸš— Bear Lake - July and August are when the water gets into the mid 60s and 70s.

The one thing I would sort out before you leave is where you are sleeping. Everything else on a trip this short works itself out.

Send this to whoever you would take, then book one.

Address

1265 E Fort Union Boulevard Ste 300
Cottonwood Heights, UT
84047

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