July 15, 2025 The SALT Torpedo: Why High Earners Could Owe 45% on Just $100K of Income Let’s talk about a little tax landmine buried in Trump’s new 2025 tax bill—the so-called...
July 14, 2025 Don't Trust Your 1099-B: How to Report RSU Sales Correctly on Your Tax Return Understand IRS Forms 1099-B and 8949 Before You File When your RSUs vest and turn into...
July 11, 2025 The Dopamine Tax: Why Smart Investors Mistake Gambling for Strategic Risk The Economics of Gambling: Why High Earners Mistake Risk for Strategy Picture this: You're...
July 10, 2025 Unlocking Bonus Depreciation with the §481(a) Adjustment Real estate investors often assume the biggest tax breaks come when you buy a new property,...
July 9, 2025 Don’t Confuse After-Tax 401(k) With Roth: The Hidden Tax Trap Costing High Earners Thousands Roth Rollover Pitfalls: What High-Income Professionals Need to Know Let me guess: you’ve...
July 8, 2025 ISOs and the New AMT Cliff: What the 2025 Tax Bill Means for You When Congress passed the One Big Beautiful Bill in July 2025, headlines focused on splashy...
July 7, 2025 Avoiding Capital Gains on Concentrated Stock: Use a Charitable Remainder Trust If you've worked at a tech company, university, or research institution for several years,...
July 4, 2025 Stripe Equity Just Vested? Here’s What to Do Next Your Stripe Equity Just Vested—Now What? Stripe, the global payments giant valued at over $65...
July 3, 2025 100% Bonus Depreciation Is Back - But Timing Is Everything 100% Bonus Depreciation Is Back! - But Only If You Know This IRS Form Most real estate...
July 2, 2025 1031 vs 721 vs QOZ: How to Defer or Eliminate Capital Gains 1031s, 721s, and QOZs: Which Is Right for You? If you're sitting on significant capital...
July 1, 2025 Rental Income Tax Strategy: Long-Term vs. Short-Term Long-Term vs. Short-Term Rentals: Tax Strategy, Pitfalls, and Powerful Planning Opportunities
July 1, 2025 Stablecoins 101: A Wealth Strategist's Guide to Crypto's Most Useful Asset Stablecoins Explained: How They Work and Why the Wealthy Are Paying Attention Cryptocurrencies have...
