VIP Wealth Advisors
  • Services
    • Financial Planning
    • Tax Planning
    • Investment Management
    • Estate Planning
    • Stock Options
    • Budgeting & Cash Flow Analysis
    • Insurance Review & Recommendations
    • Retirement Planning
    • Education Planning
    • Cryptocurrency
    • Home Purchase & Income Properties
    • Hourly Support
  • Pricing
  • About
    • How it Works
    • Investment Philosophy
    • Press
    • Professional Affiliations
    • Credentials
    • What VIP Really Means
  • Insights
    • Articles
    • Videos
  • Contact
  • Client Portal
Hit enter to search or ESC to close
.
Hit enter to search or ESC to close

Insights

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

Section 351 ETF Exchanges: What the IRS Crackdown Means
October 11, 2026

Section 351 ETF Exchanges: What the IRS Crackdown Means

Section 351 ETF exchanges can still defer capital gains for qualifying diversified portfolios, but new IRS guidance targets prearranged ETF transactions that rapidly swap appreciated securities...

  • All
  • Taxes
  • Financial Planning
  • Equity Compensation
  • Investments
  • RSU
  • Retirement
  • Tax Policy & Legislation
  • Business Owner Planning

Dark blue financial illustration with trust documents, stock charts, IRS forms, and a philanthropic giving theme representing a Charitable Remainder Trust strategy.
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,...

Blurple digital illustration showing graphs and Stripe logo
July 4, 2025

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
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...

1 2
VIP Wealth Advisors

Flat, transparent fees (0% AUM). Integrated planning, tax, and investing— built for high-income, high-complexity households.

in ▶

Explore

  • Pricing
  • Services
  • Book a Call
  • About VIP
  • Credentials
  • Insights

Services

  • Financial Planning
  • Tax Filing & Projections
  • Investment Management (0% AUM)
  • Equity Compensation
  • Retirement & FI Planning
  • Cryptocurrency

Contact

VIP Wealth Advisors
(917) 319-8281
planning@vipwealthadvisors.com
Book a Call
  • Form ADV
  • Privacy Policy
  • Disclosures

VIP Wealth Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment adviser providing fiduciary, fee-only financial planning and investment management to high-net-worth individuals and families nationwide. Information on this site is for educational purposes only and should not be construed as investment, tax, or legal advice. Past performance is not indicative of future results.

© VIP Wealth Advisors. All rights reserved.

↑
Financial Planning Association
XY Planning Network
NAPFA National Association of Personal Financial Advisors
Fee Only Network Member