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...
July 25, 2025 RSUs and Taxes: What High-Income Earners Should Do Before Vesting Introduction: RSUs Aren't Compensation—They're a Tax Event You Didn't Choose If you receive...
July 24, 2025 Exchange Funds vs 351 ETFs: The Millionaire's Guide to Tax-Free Diversification You're sitting on a stock that changed your life. Maybe it was your startup equity, or a lucky...
July 22, 2025 Routine Rebalancing: The Boring Strategy That Quietly Builds Wealth Same investments. Smarter discipline. Better outcomes. Welcome back to The Boring Investments...
July 21, 2025 Asset Placement: The Overlooked Strategy That Quietly Boosts After-Tax Returns Same investments. Different accounts. Drastically different tax bills. Welcome to the Hidden...
