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Insights

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

The SALT Torpedo: Why High Earners Could Owe 45% on Just $100K of Income
Taxes, Financial Planning, Tax Policy & Legislation

The SALT Torpedo: Why High Earners Could Owe 45% on Just $100K of Income

Let’s talk about a little tax landmine buried in Trump’s new 2025 tax bill—the so-called “SALT torpedo.”

It sounds harmless, maybe even tasty. It’s not.

If you earn between $500,000 and...

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  • Taxes
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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,...

Blurple digital illustration showing graphs and Stripe logo
RSU, Taxes, Equity Compensation, Pre-IPO Planning

Stripe Equity Just Vested? Here’s What to Do Next

Your Stripe Equity Just Vested—Now What?

Stripe, the global payments giant valued at over $65...

Databricks logo over financial charts, symbolizing pre-IPO equity planning for employees
RSU, Taxes, Equity Compensation, Pre-IPO Planning

Databricks Equity Compensation: A Pre-IPO Playbook for Employees

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

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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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