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Working with us
Blog
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HSAs and FSAs: Maximizing those employer acronyms
William Cole 4/28/26 William Cole 4/28/26

HSAs and FSAs: Maximizing those employer acronyms

The financial nerd level of extra effort that you probably aren't doing in order to get the most out of those HSAs and FSAs.

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83(b): The high risk, high reward tax option for start-up employees
William Cole 8/29/25 William Cole 8/29/25

83(b): The high risk, high reward tax option for start-up employees

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Charitable Giving and Tax Efficiency: The Advantage of Donating Shares
William Cole 8/13/25 William Cole 8/13/25

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.

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Taxes & Equity Comp: Alternative Minimum Tax Surprises
William Cole 8/6/25 William Cole 8/6/25

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.

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Retirement: Navigating Self-Employed Plan Options
William Cole 8/6/25 William Cole 8/6/25

Retirement: Navigating Self-Employed Plan Options

Retirement plans for self-employed individuals can be more complex, but also more powerful.

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Retirement: Choosing the right individual retirement account
William Cole 3/11/19 William Cole 3/11/19

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.

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LKL Advisors, LLC

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LKL Advisors is a Registered Investment Adviser based in Georgia. Registration does not imply a certain level of skill or training; the information on this site is for informational purposes only and should not be construed as investment advice. Please consult with a licensed professional before making financial decisions; Advisory services are offered through LKL Advisors, a Georgia-registered investment adviser; Client assets held at qualified custodian separate from LKL Advisors, LLC; LKL Advisors, LLC collects user contact information upon providing, but does not share this with any 3rd parties.

Fee comparisons based on publicly available data from major brokerage and advisory firms as of 2025. Actual client savings may vary, and does not include third-party fees outside of LKL Advisors such as ETF fees or custodial charges. Product offering visuals are from third party tech providers, including but not limited to RightCapital, Monarch Money, and are not proprietary LKL Advisors offerings or affiliated directly with our firm; any projections, charts, or hypothetical results generated by such software are for illustrative purposes only, do not represent actual client results, and are not indicative of future performance. Investing comes with risk of loss, and past performance is not indicative of future performance.