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Tax Management

Tax management blogs cover everything from investment taxes to personal taxes. We help you better understand different strategies you can take to legally minimize and eliminate taxes.

14 03, 2022

How to reduce taxable income for high earners: W2 edition

By |2022-03-14T18:04:53+00:00March 14th, 2022|Financial Planning, Tax Management|0 Comments

As of 2022, when this article was written, if your income is above $140,000 as a single filer or $214,000 as a married filer, sadly, you are not allowed many of the tax breaks the majority of US citizens participate in. This includes a variety of credits and deductions. While [...]

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1 02, 2022

Beware Target Retirement Funds in Non-Retirement Accounts

By |2022-02-02T21:04:34+00:00February 1st, 2022|Investing, Tax Management|0 Comments

Over the last couple decades target retirement funds have emerged as the go-to investment solution for individual investors in 401(k) plans and other retirement accounts. As most readers will be familiar, these funds generally have a year in their name that is supposed to correspond to the cohort of investors [...]

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8 12, 2021

Effective Giving: Beyond Writing a Check

By |2021-12-08T20:52:35+00:00December 8th, 2021|Concentrated Investments, Estate Planning, Financial Planning, Tax Management|0 Comments

If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving meets your philanthropy goals and also allows for flexibility, control, maximum tax impact, and the ability to create a legacy. To give like Bill Gates [...]

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11 08, 2021

Pre IPO Stock Options and RSUs: A Comprehensive Guide

By |2022-07-19T15:51:36+00:00August 11th, 2021|Equity Compensation, Financial Planning, Tax Management|0 Comments

As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a merger, a buy-out, a tender offer or even getting wrapped up in a SPAC. In any of those cases, your pre IPO stock options will [...]

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29 06, 2021

A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk

By |2021-07-22T18:56:50+00:00June 29th, 2021|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may even have a large, highly appreciated, and concentrated vested stock holding. If so, this portion of your portfolio probably has done really well for you [...]

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