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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 3, 2025 100% Bonus Depreciation Is Back - But Timing Is Everything 100% Bonus Depreciation Is Back! - But Only If You Know This IRS Form Most real estate...
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...
July 1, 2025 Rental Income Tax Strategy: Long-Term vs. Short-Term Long-Term vs. Short-Term Rentals: Tax Strategy, Pitfalls, and Powerful Planning Opportunities
July 1, 2025 Stablecoins 101: A Wealth Strategist's Guide to Crypto's Most Useful Asset Stablecoins Explained: How They Work and Why the Wealthy Are Paying Attention Cryptocurrencies have...
June 30, 2025 Write Off 60–80% of an Oil & Gas Investment Against W-2 Income If you're a high-income professional, executive, or business owner, you've likely maxed out...
June 30, 2025 What the Senate's New Tax Bill Means for High Earners The Senate's "Big, Beautiful Bill" Just Passed - Here's What It Means for Affluent Taxpayers In a...
June 27, 2025 Crypto Now Counts Toward Your Mortgage - Here's What to Know A Historic Shift in Mortgage Lending Policy In a move that's turning heads in both the...
June 25, 2025 The RSU Tax Trap: How States You Left Years Ago Can Still Take a Cut When it comes to restricted stock units (RSUs), most professionals understand the basics:...
June 24, 2025 Unlocking Your ESPP: How to Turn Company Stock Into Cash For many employees at public companies, one of the most overlooked opportunities to build...
June 18, 2025 The Cash Balance Plan Strategy: What Wealthy Business Owners Do Differently If you’re a high-income business owner and think you’re “maxing out” your retirement...
