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,...
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...
July 3, 2025 100% Bonus Depreciation Is Back - But Timing Is Everything 100% Bonus Depreciation Is Back! - But Only If You Know This IRS Form Most real estate...
July 2, 2025 1031 vs 721 vs QOZ: How to Defer or Eliminate Capital Gains 1031s, 721s, and QOZs: Which Is Right for You? If you're sitting on significant capital...
July 1, 2025 Rental Income Tax Strategy: Long-Term vs. Short-Term Long-Term vs. Short-Term Rentals: Tax Strategy, Pitfalls, and Powerful Planning Opportunities
June 30, 2025 Write Off 60–80% of an Oil & Gas Investment Against W-2 Income If you're a high-income professional, executive, or business owner, you've likely maxed out...
June 30, 2025 What the Senate's New Tax Bill Means for High Earners The Senate's "Big, Beautiful Bill" Just Passed - Here's What It Means for Affluent Taxpayers In a...
June 26, 2025 The Most Underrated Retirement Account for High Earners What if I told you there's a retirement account that's triple tax-free, has no income...
June 25, 2025 The RSU Tax Trap: How States You Left Years Ago Can Still Take a Cut When it comes to restricted stock units (RSUs), most professionals understand the basics:...
June 24, 2025 Unlocking Your ESPP: How to Turn Company Stock Into Cash For many employees at public companies, one of the most overlooked opportunities to build...
June 23, 2025 Earning Foreign Income? Don’t Pay Taxes Twice. For the millions of Americans living and working abroad, navigating the U.S. tax system can...
June 21, 2025 This Obscure Tax Law Helped Trigger the Biggest Tech Layoffs in Years For decades, the U.S. tax code rewarded innovation. If you hired engineers, built internal...
