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Insights

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

The VIP Wealth Investment Framework: Tax-Efficient, Rational, Results-Driven
Taxes, Financial Planning, Investments

The VIP Wealth Investment Framework: Tax-Efficient, Rational, Results-Driven

VIP Wealth Advisors: Investment Strategy for High-Earning Professionals, Founders & Families

Investing Shouldn't Be a Guessing Game

If you earn a high income, manage equity compensation, own...

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

Illustration of proposed SALT deduction increase from $10,000 to $40,000, highlighting tax planning strategies for high-income earners in 2025.
Taxes

New SALT Deduction Cap Could Save You Thousands — Here’s What to Know

The U.S. House of Representatives recently passed a sweeping tax and spending bill that includes...

Man looking at tax documents
Q&A, Taxes

How Do High Earners Like Me Actually Lower Their Tax Bracket?

Let’s be real—if you’re a high earner, there’s no “EZ form” for your tax strategy. Between equity...

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Proud Member of the Financial Planning Association® (FPA®)
Proud Member of the XY Planning Network
NAPFA
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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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