Blog
Dive in to read more about some of the most common client situations
NOTE: All content for education purposes and should not be construed as personal investment advice.
Charitable Giving and Tax Efficiency: The Advantage of Donating Shares
Why donating shares instead of cash can be a huge benefit for you and your charity of choice.
Taxes & Equity Comp: Alternative Minimum Tax Surprises
Alternative minimum tax (AMT) can turn what feels like an exciting equity comp moment into a tax nightmare if you aren’t prepared.
Retirement: Navigating Self-Employed Plan Options
Retirement plans for self-employed individuals can be more complex, but also more powerful.
Retirement: Choosing the right individual retirement account
Picking the right retirement plan option may seem like a “no lose” option, but depending on your current and future tax situation, it could make a huge difference in your retirement income.