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Insights

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

IRA Strategy Isn’t Optional: Hidden Rules, Tax Traps, and Missed Opportunities
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

Having spent over two decades in wealth management, I’ve encountered everything from spreadsheets and...

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April 6, 2025

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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April 6, 2025

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,...

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9 Ways to Maximize Your Tax Benefits from Passive Income
February 3, 2025

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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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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