October 11, 2026 Section 351 ETF Exchanges: What the IRS Crackdown Means Section 351 ETF exchanges can still defer capital gains for qualifying diversified portfolios,...
October 4, 2026 Stock Options and Falling Share Prices: NQSO vs. ISO Taxes When private-company stock falls after an option exercise, NQSO and ISO tax rules can produce...
September 30, 2026 Moving Before a Liquidity Event? Equity Taxes May Follow You Moving before an IPO, acquisition, tender offer, or other liquidity event may reduce state taxes...
September 23, 2026 IDGT Estate Planning: How Intentionally Defective Grantor Trusts Work An Intentionally Defective Grantor Trust (IDGT) is an irrevocable trust that can move...
September 8, 2026 Selling a Highly Appreciated Asset? Capital Gains Tax Strategies Before selling a highly appreciated business, investment property, or private-company position,...
August 31, 2026 Financial Independence: What Comes After You Have Enough? Financial independence shifts planning from accumulating more wealth to intentionally...
August 24, 2026 RSUs Explained: Taxes, Withholding, and Smart Planning Decisions Restricted Stock Units (RSUs) are generally taxed as ordinary compensation when they vest, while...
August 17, 2026 The IRS Wants to Fix the Broken 401(k) Rollover System - Here's Why High-Income Investors Should Pay Attention IRS Notice 2026-49 proposes an optional standardized framework for moving retirement assets...
August 10, 2026 Can AQR Delphi Plus Offset Your W-2 Income? AQR Delphi Plus is a tax-aware hedge fund that may generate ordinary, nonpassive losses capable...
August 2, 2026 IRS Form 8606: How to Avoid Paying Taxes Twice on Your IRA IRS Form 8606 tracks after-tax IRA basis so you don't pay income tax twice on the same...
July 27, 2026 Anthropic Employee Equity: Stock Options, RSUs & IPO Planning Anthropic employees can improve long-term outcomes by understanding their equity grants,...
July 22, 2026 How the Four Essential Estate Planning Documents Work Together A coordinated estate plan uses a revocable trust, pour-over will, durable financial power of...
