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Insights

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

Qualified Real Estate Professional (QREP) Status Explained: The Tax Loophole the IRS Watches Closely
October 23, 2025

Qualified Real Estate Professional (QREP) Status Explained: The Tax Loophole the IRS Watches Closely

Introduction: The Most Misunderstood Tax Loophole in Real Estate

Every investor dreams of turning real estate losses into powerful tax deductions. But the IRS has one of the toughest filters...

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Databricks logo over financial charts, symbolizing pre-IPO equity planning for employees
June 20, 2025

Databricks Equity Compensation: A Pre-IPO Playbook for Employees

Databricks has quickly become one of Silicon Valley’s most valuable private companies, with a...

Recovering AMT credit from ISO exercise using IRS Forms 6251 and 8801
June 19, 2025

ISO AMT: What Happens to That $30K You Paid in Tax?

If you’ve exercised Incentive Stock Options (ISOs) and paid a hefty Alternative Minimum Tax...

Atlanta skyline with text overlay: Choosing a Financial Advisor in Atlanta
June 15, 2025

Looking for a Financial Advisor in Atlanta? Here’s How to Choose the Right One

If you’ve recently typed “financial advisor near me” or “financial advisor in Atlanta” into Google,...

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VIP Wealth Advisors

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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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