June 20, 2025 Databricks Equity Compensation: A Pre-IPO Playbook for Employees Databricks has quickly become one of Silicon Valley’s most valuable private companies, with a...
June 19, 2025 Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy...
June 19, 2025 ISO AMT: What Happens to That $30K You Paid in Tax? If you’ve exercised Incentive Stock Options (ISOs) and paid a hefty Alternative Minimum Tax...
June 18, 2025 The Cash Balance Plan Strategy: What Wealthy Business Owners Do Differently If you’re a high-income business owner and think you’re “maxing out” your retirement...
June 17, 2025 Is a Financial Advisor Worth It? How Paying for Great Advice Pays Off Introduction: Is a Financial Advisor Worth It? If you're a high-income earner, business owner, or...
June 16, 2025 How the IRS Augusta Rule Can Benefit High-Income and Wealthy Households Also known as Section 280A(g), the “Augusta Rule” is a powerful and often overlooked tax strategy...
June 15, 2025 Looking for a Financial Advisor in Atlanta? Here’s How to Choose the Right One If you’ve recently typed “financial advisor near me” or “financial advisor in Atlanta” into Google,...
June 10, 2025 The Hidden Tax Trap in Treasury ETFs (And How to Avoid It) Why your “safe” ETF might be costing you more in state taxes than you think
June 6, 2025 The Ultimate Guide to Solo 401(k) Plans in 2025 For high-income, self-employed individuals and small business owners with no full-time employees,...
May 25, 2025 IRA Strategy Isn’t Optional: Hidden Rules, Tax Traps, and Missed Opportunities A Deep Dive into the Hidden Rules, Tax Traps, and Missed Opportunities in Retirement Planning ...
May 24, 2025 The Highest Dividend Money Pays? Control. The Highest Dividend Money Pays? Control. The highest dividend money pays? Control — over your...
May 24, 2025 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...
