September 25, 2025 The $145,000 Roth Catch-Up Rule: What High Earners Must Know for 2026 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...
September 19, 2025 StubHub IPO Guide: What Employees Must Know About RSUs, Stock Options, and Taxes The StubHub IPO has officially arrived, marking a significant milestone for the online...
September 18, 2025 Real Estate Professional Tax Strategy: Avoid SE Tax, Eliminate NIIT, and Maximize Deductions If rental properties are your main business and you've got some consulting or side hustle...
September 17, 2025 The Ultimate Guide to Self-Directed IRAs: Risks, Rules, and Opportunities for Investors When most people hear "IRA," they think of plain-vanilla investments: mutual funds, ETFs,...
September 15, 2025 The IRS Safe Harbor Rules Explained: Why Following the Rules Can Still Leave You With a Tax Bill Let me tell you a story. A new client of mine, let's call her Sarah, is a brilliant tech...
September 12, 2025 Stock Appreciation Rights (SARs): The Equity Grant Every Professional Should Understand Equity compensation comes in many flavors. Everyone has heard of stock options and RSUs, but...
September 10, 2025 The 2025 Investor's Guide to Digital Assets: Investing, Taxes & Strategy A 2025 field guide to digital assets—covering investing, taxes, and planning strategies for...
September 9, 2025 Solo 401(k) Owners: Don't Ignore Form 5500-EZ or Pay the Price For self-employed professionals and business owners, the Solo 401(k) is a retirement...
September 8, 2025 10b5-1 Plans Explained: How Executives Sell Stock Legally and Build Wealth For executives, directors, and employees with meaningful company stock positions, few things...
