Baldwin Financial, LLC

Resources

Useful before you ever
talk to us.

Tools and guides we built because clients kept asking the same questions. Each one is free, takes minutes, and works whether or not you ever become a client. Anything you enter in a tool stays on your device unless you choose to send it to Jeremy.

Oklahoma guide

The Oklahoma 529 deduction, in plain English

What Oklahoma gives back for saving in its own 529 plan, the April 15 deadline most families miss, the five-year carryforward, and the recapture rule that undoes it all. Every figure with its source, and a calculator to run your own.

Takes
5 minutes
You get
The rule, the deadline, and a calculator
Read the guide
Oklahoma guide

The Oklahoma pass-through entity tax election

The SALT-cap workaround for S corporations and partnerships: the 4.5% entity-level rate, Form 586 and its three deadlines, how owners report it, the loss-year trap, and a calculator that tells you whether it helps at all.

Takes
6 minutes
You get
The rule, the form, and a yes-or-no calculator
Read the guide
Oklahoma guide

Selling an Oklahoma business: the capital gains deduction

Oklahoma deducts the entire long-term gain on a qualifying sale. The two-year, five-year and three-year tests, the goodwill rule, Form 561, installment sales, how federal QSBS fits, and a calculator that tells you whether your sale qualifies.

Takes
7 minutes
You get
The three tests, the form, and a calculator
Read the guide
Oklahoma guide

The backdoor Roth and mega-backdoor Roth at Oklahoma City employers

What the two moves actually are, the 2026 limits, the pro-rata rule that trips most people, and a table built from the plans’ own filings showing which Oklahoma City employers allow after-tax contributions and a way to Roth.

Takes
7 minutes
You get
The mechanics, an employer table, and a room calculator
Read the guide
Oklahoma physician guide

Asset protection for Oklahoma physicians: what a judgment can reach

The unlimited homestead, uncapped retirement accounts, exempt life insurance, the LLC charging order and its limits, the Family Wealth Preservation Trust, and the 2025 damages cap, each with the statute. Plus the four things doctors believe that Oklahoma law does not say.

Takes
8 minutes
You get
An exemption map with every statute cited
Read the guide
Oklahoma physician guide

Buying into an Oklahoma physician group or surgery center

What changes the day you are an owner: K-1 income and self-employment tax, the quarterly payments nobody withholds, the § 199A phase-out, the Oklahoma pass-through entity election, the ASC safe harbor, and how a cash balance plan stacks on the 401(k).

Takes
8 minutes
You get
The five changes, the safe harbor, and a set-aside calculator
Read the guide
Oklahoma physician guide

Residency to attending in Oklahoma: the twelve months that matter

Which Oklahoma hospitals count for PSLF (and which do not), the state’s $200,000 loan repayment program, the 2026 repayment plans, and the Roth conversion to make in the last year you are in the 22% bracket. With a calculator for the conversion.

Takes
8 minutes
You get
An employer table, a checklist, and a conversion calculator
Read the guide
Calculator

Am I doing alright?

Ten numbers and four yes-or-no questions, scored against published guidelines. One of three answers, the six pillars behind it, and the one thing that would move it first.

Takes
4 minutes
You get
A verdict, and a PDF report if you want one
Begin
Questionnaire

What kind of investor are you?

Not the boring version. Ten situations, one plot twist, and one of five investor profiles. It measures your nerve separately from your timeline, which is the part most questionnaires blur.

Takes
4 minutes
You get
Your investor profile, read by Jeremy himself
Begin
Checklist

Year-end coordination checklist

Thirty-five items a CPA and an adviser should have reconciled before the file is opened in January. Built for the tax professionals we share clients with; useful to anyone who has both.

Takes
One page
You get
A printable PDF, no email required
Open the checklist
Concierge

Ask Taylor

The concierge in the corner of every page knows how the firm works, what things generally cost, and how the four disciplines fit together. Educational, never advice, and happy to say when a person is the better answer.

Takes
Any hour
You get
A plain answer, or an introduction
Open Taylor

Next on the shelf

More Oklahoma guides and calculators are on the way, built the same way: one honest question, published benchmarks, no jargon, and the answer stays yours. If there is a question you wish a tool answered, tell us and we may build it.

Every resource on this page is educational. The calculators and questionnaire score the figures you enter against published guidelines and general rules of thumb; none of them is personalized investment, tax or legal advice, a financial plan, or a recommendation of any security or strategy. All investing involves risk, including the possible loss of principal. Using them does not create an advisory relationship with Baldwin Financial, LLC.

An invitation

Tools answer the question you typed.
A conversation finds the one underneath it.

Schedule an Introduction Call (405) 266-7856

A complimentary conversation, by video, phone, or in person in downtown Oklahoma City, whenever suits you. Nothing to prepare and nothing to bring. Come as you are; leave knowing more than you arrived with.

What the conversation looks like

  1. 01

    You talk. What you own, what you owe, who depends on you, and whatever is coming up that you have not solved yet.

  2. 02

    We tell you what we see. The two or three things we would look at first, and why those and not the rest.

  3. 03

    You decide, on your own time. If we are not the right fit, we will say so and point you toward someone who is.

Or reach us directly

Meetings, by appointment
629 W. Main Street, Suite 10080, Oklahoma City, OK 73102
In person downtown, or by video
Serving
Oklahoma City, Edmond, Nichols Hills, and clients who have moved away