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

Capital Gains Tax Brackets 2025: How to Qualify for the 0% Rate
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 way the IRS taxes long-term capital gains and dividends. You may know that the government gives these...

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Minimal illustration of a CEO weighing equity award terms, with icons for taxes, 409A compliance, liquidity, and a five year holding period.
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...

Flat illustration of Klarna IPO stock chart, RSU tax forms, and a checklist for equity compensation planning, using Klarna brand colors.
August 5, 2025

Klarna Equity Compensation: What to Know Before the IPO

Klarna, the Swedish fintech powerhouse known for reinventing "buy now, pay later," has been in...

Financial Planning Association
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VIP Wealth Advisors

White glove financial planning and tax filing services operating out of Decatur, GA.
Proudly serving clients across Atlanta including Buckhead, Morningside, and Decatur — and virtually across the U.S.

Financial Planning Designations

VIP Wealth Advisors, LLC is a Registered Investment Advisor based in Atlanta, Georgia. Registration with the U.S. Securities and Exchange Commission (SEC) does not imply any level of skill or training. This website is intended for informational purposes only and does not constitute a solicitation to provide advisory services in any jurisdiction where such services would be unlawful. Personalized investment advice will only be provided after all required registrations, filings, or exemptions are met in a client's state of residence.

Mentions of recognition, credentials, or third-party acknowledgments are not guarantees of future performance and do not reflect any specific client experience. No client should interpret such content as an assurance of specific outcomes.

The information presented here is believed to be accurate but is not guaranteed. All content is general in nature and should not be considered legal, tax, or investment advice. Always consult a qualified advisor, tax professional, or attorney before making financial decisions.

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