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Insights

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

Unlocking Your ESPP: How to Turn Company Stock Into Cash
Taxes, Financial Planning, Equity Compensation

Unlocking Your ESPP: How to Turn Company Stock Into Cash

For many employees at public companies, one of the most overlooked opportunities to build wealth is sitting right under their noses: the Employee Stock Purchase Plan (ESPP). While ESPPs can...

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  • Taxes
  • Equity Compensation
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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...

RSU, Q&A

How Can I Minimize Taxes on My RSUs and Stock Options?

Sitting on a pile of vested RSUs or stock options? Great—unless you're also sitting on a massive,...

9 Ways to Maximize Your Tax Benefits from Passive Income
Q&A

9 Ways to Maximize Your Tax Benefits from Passive Income

Maximize your tax benefits from passive income with these 9 strategies, including real estate...

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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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