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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.

15 03, 2021

Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

By |2021-12-17T18:30:38+00:00March 15th, 2021|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more professional portfolio, it is used to take the sting out of taxes generated from rebalancing. Many people believe they are properly tax-loss harvesting, but in [...]

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17 06, 2020

Should I Sell My RSUs When They Vest? Not In These 2 Situations.

By |2022-06-30T14:58:24+00:00June 17th, 2020|Equity Compensation, Financial Planning, Tax Management|0 Comments

How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest?  Almost always with a big fat YES. But jumping to the conclusion that this is the right answer for you is shortsighted and could lead to you to [...]

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13 04, 2020

A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families

By |2020-04-27T17:18:57+00:00April 13th, 2020|Financial Planning, Tax Management|0 Comments

The stimulus package for COVID-19 was signed into law by President Trump on Friday, March 27th, 2020. The act is extremely broad and impacts everyone from individuals to airlines. To get a better grip on the CARES Act we decided to write up a guide for individuals and families. This [...]

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9 03, 2020

RSU Tax Rate Is Exactly The Same As Your Paycheck

By |2022-06-30T15:00:53+00:00March 9th, 2020|Equity Compensation, Financial Planning, Tax Management|0 Comments

One of the biggest benefits of working for high tech companies is receiving equity. As a CFP, it is one of my favorite and most important topics to discuss. Your employer can pay equity in several ways. With each form of equity compensation, there are a variety of tax rules [...]

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1 05, 2019

Which is the Better Investment: Stocks or Real Estate?

By |2020-04-27T17:18:57+00:00May 1st, 2019|Investing, Postmodern Finance, Real Estate Investing, Tax Management|Comments Off on Which is the Better Investment: Stocks or Real Estate?

When we as financial advisors talk with investors about the virtues of diversification, asset allocation, and long-term investing, a question that often comes up is, “What about real estate? Should I buy an investment property?” In fact, the issue of real estate tends to divide investors into camps almost like [...]

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