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Insights

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

Why the Fed Targets 2% Inflation—and What It Means for Your Wealth
Tax Policy & Legislation, Market Insights

Why the Fed Targets 2% Inflation—and What It Means for Your Wealth

When headlines scream about inflation surging or cooling, the number that keeps showing up is 2%. It's the Federal Reserve’s magic number, its North Star. But have you ever wondered: Why 2%? Why...

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Recovering AMT credit from ISO exercise using IRS Forms 6251 and 8801
Taxes, Equity Compensation, Video

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...

Text-based thumbnail showing What Wealthy Business Owners Do Differently in bold white letters on navy background
Taxes, Financial Planning, Retirement, Business Owner Planning, Video

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...

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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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