October 13, 2025 Long‑Short Tax Loss Harvesting: The Next Evolution in Tax‑Efficient Investing How sophisticated investors are using long-short strategies to unlock ongoing tax alpha while...
August 28, 2025 Capital Gains Tax Brackets 2025: How to Qualify for the 0% Rate When it comes to investing, few areas are as misunderstood or as full of opportunity as the...
August 22, 2025 Elon Musk's Tesla Equity Award: Hybrid Compensation and Tax Strategy In mid-2025, Tesla granted CEO Elon Musk a staggering 96 million shares tied to an effective...
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 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...
