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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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Treasury ETF tax reporting infographic for state tax savings
Taxes, Investments, Altruist, Schwab, ETF Taxes

The Hidden Tax Trap in Treasury ETFs (And How to Avoid It)

Why your “safe” ETF might be costing you more in state taxes than you think

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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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