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Insights

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

RSUs and Taxes: What High-Income Earners Should Do Before Vesting
RSU, Taxes, Equity Compensation, Incentive Stock Options

RSUs and Taxes: What High-Income Earners Should Do Before Vesting

Introduction: RSUs Aren't Compensation—They're a Tax Event You Didn't Choose

If you receive Restricted Stock Units (RSUs), chances are they show up in your mind as a reward. But here's the...

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Dark blue financial illustration with trust documents, stock charts, IRS forms, and a philanthropic giving theme representing a Charitable Remainder Trust strategy.
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,...

Illustration of video preview demonstrating 3 ways to avoid capital gains tax on major transactions
Taxes, Financial Planning, Real Estate, Capital Gains Tax

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...

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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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