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The Worst Tax Advice You Can Get About Incentive Stock Options

The Worst Tax Advice You Can Get About Incentive Stock Options

Recently I met with a prospect who had exercised their incentive stock options (ISOs) last year. When they discussed the transaction with their previous tax professional, they were told, "I don't think you need to worry about that for this year". Unfortunately, you...

$10,000 Mistake Hiding in Your RSUs: How to Avoid Double Taxation

$10,000 Mistake Hiding in Your RSUs: How to Avoid Double Taxation

I talk to incredibly smart tech professionals every single week. You are detailed-oriented, highly skilled, and great at your jobs. Yet, despite that intelligence and attention to detail, I see many of you at risk for a specific, costly mistake: paying double tax on...

The $50,000 Question: A New Perspective on RSU Strategy

The $50,000 Question: A New Perspective on RSU Strategy

I recently posed a hypothetical question to a new client that completely shifted his perspective on his net worth. The question was simple: "If your company gave you a $50,000 cash bonus today, would you immediately turn around and use all of that cash to buy company...

3 W-2 Traps That Could Cost High Earners Thousands (Don’t File Yet!)

3 W-2 Traps That Could Cost High Earners Thousands (Don’t File Yet!)

January has just ended. If you haven't already checked your mailbox or your secure employee portal, your W-2 is likely waiting for you now. For most, the instinct is to simply take that form, plug the numbers into TurboTax, and call it a day. In the past, that might...

Electronic Payments

Electronic Payments

A significant change is coming to how you interact with the IRS, and we want to make sure you're prepared. Effective September 30, 2025, the IRS will no longer issue or accept paper checks. This means all tax payments and refunds will need to be handled...

One Big Beautiful Bill – Top 15 Tax Changes

One Big Beautiful Bill – Top 15 Tax Changes

For years, we've been helping you plan around the "what-ifs" of the 2025 tax cliff. The temporary provisions from the Tax Cuts and Jobs Act (TCJA) were set to expire, leaving a cloud of uncertainty over everything from income tax rates to your business deductions....

Filing Your Annual Tax Return (Dear Teenager – 4 of 4)

Filing Your Annual Tax Return (Dear Teenager – 4 of 4)

Dear Teenager, The last topic I want to discuss with you is filing your annual tax return. A new year recently began. For your friends in finance, that meant the beginning of what we call ‘tax season." If you worked last year, chances are high you were one of the...

Understanding IRS Estimated Tax Payments

Understanding IRS Estimated Tax Payments

If you're like many of our clients, you may have noticed that sometimes your W-2 withholdings don't cover all the tax you owe when April rolls around. This is especially true for folks who receive additional forms of income beyond their regular paycheck. Today, I want...

Download our free guide – Top 5 Big Tax Mistakes to avoid with Stock Options

thumb-placeholderAs a Certified Public Accountant, John is passionate about helping families make great tax decisions!

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