September 12, 2025 Stock Appreciation Rights (SARs): The Equity Grant Every Professional Should Understand Equity compensation comes in many flavors. Everyone has heard of stock options and RSUs, but...
September 10, 2025 The 2025 Investor's Guide to Digital Assets: Investing, Taxes & Strategy A 2025 field guide to digital assets—covering investing, taxes, and planning strategies for...
September 9, 2025 Solo 401(k) Owners: Don't Ignore Form 5500-EZ or Pay the Price For self-employed professionals and business owners, the Solo 401(k) is a retirement...
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...
August 22, 2025 Gift Tax in 2025: Rules, Exemptions, and Smart Wealth Transfer Every year, millions of dollars quietly change hands between family members, friends, and even...
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...
August 15, 2025 The Tax Benefits of ETFs: How Exchange-Traded Funds Boost After-Tax Returns In today's market, investors are inundated with choices: mutual funds, ETFs, SMAs, hedge...
August 11, 2025 Charitable Giving Tax Changes in 2026: How High-Income Donors Can Save More by Acting At VIP Wealth Advisors, we believe wealth isn't just about accumulation, it's about intention....
August 6, 2025 Cash Balance Plan Freeze and Thaw Strategy: A Smarter Tax Move for Business Owners Most high-income business owners are looking for ways to reduce taxable income, fast. One of...
August 1, 2025 Exotic Cars as Investments: Smart Strategy or $500K Fantasy? 🏁 What high-net-worth investors need to know before treating Ferraris, McLarens, and GT3s as...
July 31, 2025 ISOs Explained: Qualified vs. Disqualifying Sales, with Real Numbers Incentive Stock Options (ISOs) can be one of the most powerful wealth-building tools in the...
July 29, 2025 How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind Startups are a high-risk, high-reward arena. As a seasoned financial advisor with decades of...
