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Insights

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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Illustration of CoreWeave IPO stock chart, RSU tax forms, and a checklist for equity compensation planning. Color scheme matches the logo - modern, positive, celebratory vibe.
August 2, 2025

CoreWeave IPO: Your Equity, Taxes, and What to Do Next

CoreWeave, the AI-hyperscaler, went public on March 28, 2025, pricing its IPO at $40 per share...

Digital illustration showing IPO stock chart, RSU tax documents, and equity compensation planning checklist
July 23, 2025

Figma IPO: How to Prepare for the Biggest Financial Event of Your Career

If you work at Figma and hold equity, the upcoming IPO isn’t just company news; it’s a...

Illustration of Chime IPO stock chart, RSU tax forms, and a checklist for equity compensation planning
July 17, 2025

Chime Equity Compensation: What to Do Now That CHYM Is Public

🚀 Chime Just Made Its Nasdaq Debut – What That Means for You

On June 12, 2025, Chime hit...

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