October 8, 2025 What Are Performance Share Units (PSUs)? A Complete Guide for Executives and Tech Leaders Quick summary PSUs only pay if performance goals are met over a multi-year period...
October 7, 2025 QSBS 2.0 Explained: How OBBBA 2025 Rewired Section 1202 for Founders & Investors Quick summary 3-4-5 holding periods: 3 yrs = 50%, 4 yrs = 75%, 5+ yrs = 100% (subject to...
October 6, 2025 529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips If you're planning for education, whether for your children, grandchildren, or future...
October 3, 2025 LLC Taxes: Single vs Multi-Member Rules & Spouse QJV Election The Limited Liability Company (LLC) is one of the most common business structures for small...
September 30, 2025 Inside the Gemini IPO: How Initial Public Offerings Work and What Investors Should Know On a warm Friday morning, September 12th, 2025, in New York, the name GEMI appeared on the...
September 29, 2025 Stock Option Exercise Strategies: Maximize Wealth and Minimize Taxes Employee stock options are among the most powerful wealth-building tools available to...
September 25, 2025 The $145,000 Roth Catch-Up Rule: What High Earners Must Know for 2027 Retirement planning isn't just about saving money; it's about understanding the ever-changing...
September 19, 2025 StubHub IPO Guide: What Employees Must Know About RSUs, Stock Options, and Taxes The StubHub IPO has officially arrived, marking a significant milestone for the online...
September 18, 2025 Real Estate Professional Tax Strategy: Avoid SE Tax, Eliminate NIIT, and Maximize Deductions If rental properties are your main business and you've got some consulting or side hustle...
September 17, 2025 The Ultimate Guide to Self-Directed IRAs: Risks, Rules, and Opportunities for Investors When most people hear "IRA," they think of plain-vanilla investments: mutual funds, ETFs,...
September 15, 2025 The IRS Safe Harbor Rules Explained: Why Following the Rules Can Still Leave You With a Tax Bill Let me tell you a story. A new client of mine, let's call her Sarah, is a brilliant tech...
September 12, 2025 Stock Appreciation Rights (SARs): The Equity Grant Every Professional Should Understand Equity compensation comes in many flavors. Everyone has heard of stock options and RSUs, but...
