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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Avoiding Capital Gains on Concentrated Stock: Use a Charitable Remainder Trust
Taxes, Financial Planning, Equity Compensation, Pre-IPO Planning, Capital Gains Tax

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, chances are you're sitting on a highly appreciated, concentrated stock position. It may have come in...

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  • Taxes
  • Financial Planning
  • Equity Compensation
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  • Tax Policy & Legislation

ROI of Financial Planner depicted as gold coins spouting and growing
Taxes, Financial Planning, Investments, AUM vs Flat Fee

Is a Financial Advisor Worth It? How Paying for Great Advice Pays Off

Introduction: Is a Financial Advisor Worth It?

If you're a high-income earner, business owner, or...

Proud Member of the Financial Planning Association® (FPA®)
Proud Member of the XY Planning Network
NAPFA
Proud Member of the Fee-Only Network
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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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