Tax Planning

How to Do a Mega Backdoor Roth at Amazon
Read more How to Do a Mega Backdoor Roth at Amazon
Tax Planning for GSUs Sold Through Google’s Employee Trading Plan (ETP)
Read more Tax Planning for GSUs Sold Through Google’s Employee Trading Plan (ETP)
Why Donating Appreciated Stock to a Donor-Advised Fund Can Be a Smart Move in a High-Income Year
Read more Why Donating Appreciated Stock to a Donor-Advised Fund Can Be a Smart Move in a High-Income Year
How the OBBBA Impacts Charitable Deductions: Smart Planning Moves to Consider Before Year-End
Read more How the OBBBA Impacts Charitable Deductions: Smart Planning Moves to Consider Before Year-End
The One Big Beautiful Bill Act and Your Financial Plan
Read more The One Big Beautiful Bill Act and Your Financial Plan
Understanding the Class C Offset: A Comprehensive Guide to Managing GSU Withholding Tax
Read more Understanding the Class C Offset: A Comprehensive Guide to Managing GSU Withholding Tax
The Complete Guide to Employee Stock Purchase Plan (ESPP) Taxation
Read more The Complete Guide to Employee Stock Purchase Plan (ESPP) Taxation
Understanding Deferred Compensation: Pros, Cons, and Key Considerations
Read more Understanding Deferred Compensation: Pros, Cons, and Key Considerations
5 Reasons Your Tax Bill May Be Higher Than Normal This Year
Read more 5 Reasons Your Tax Bill May Be Higher Than Normal This Year