October 8, 2025 What Are Performance Share Units (PSUs)? A Complete Guide for Executives and Tech Leaders Quick summary PSUs only pay if performance goals are met over a multi-year period...
October 7, 2025 QSBS 2.0 Explained: How OBBBA 2025 Rewired Section 1202 for Founders & Investors Quick summary 3-4-5 holding periods: 3 yrs = 50%, 4 yrs = 75%, 5+ yrs = 100% (subject to...
October 6, 2025 529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips If you're planning for education, whether for your children, grandchildren, or future...
October 3, 2025 LLC Taxes: Single vs Multi-Member Rules & Spouse QJV Election The Limited Liability Company (LLC) is one of the most common business structures for small...
October 1, 2025 Should You Buy an Annuity? A Fiduciary Perspective for High Earners Annuities are one of the most aggressively marketed financial products in the U.S. They...
September 30, 2025 Inside the Gemini IPO: How Initial Public Offerings Work and What Investors Should Know On a warm Friday morning, September 12th, 2025, in New York, the name GEMI appeared on the...
September 29, 2025 Stock Option Exercise Strategies: Maximize Wealth and Minimize Taxes Employee stock options are among the most powerful wealth-building tools available to...
September 25, 2025 The $145,000 Roth Catch-Up Rule: What High Earners Must Know for 2027 Retirement planning isn't just about saving money; it's about understanding the ever-changing...
September 24, 2025 What a 409A Valuation Means for Your Stock Options Equity compensation is one of the most powerful wealth-building tools for employees at...
September 23, 2025 Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO) Pattern Group (NASDAQ: PTRN) is now a public company. On September 19, 2025, Pattern made...
September 22, 2025 Mortgage Rates and the 10-Year Treasury: What Homebuyers and Investors Must Know If there's one question we hear again and again from clients, it's this: “When will mortgage...
