"When Equity Compensation is Part of Your Package"
Equity Compensation Guide

5 Smart High-Earner Moves to Maximize Your Tax Return

Employees have several unique, often-overlooked tax strategies that could potentially add hundreds of thousands of dollars to their bank account by retirement...
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"Your Guide To Making Investment Decisions That Reduce Taxes And Keep Your Money Working"
Investing and Taxes Guide

Beyond Basics: HSAs as a Tool for Wealth and Health Management

Health Savings Accounts (HSAs) offer a beautiful trio of financial benefits often overlooked by high-earners.

By: Dan Pascone

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"Tax Implications of Equity Compensation in Tech: Navigating ISOs and RSUs"

Equity compensation is the cherry on top tech companies offer to attract brilliant minds like yours and encourage them to stay for at least a few years.
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"Financial Steps to Take Following a Job Change Checklist and Guide"
Job Change Guide

"Your Guide To Making Investment Decisions That Reduce Taxes And Keep Your Money Working"

Superfunding a 529 plan isn’t just about saving for your kid’s college—it’s a strategic financial move for high earners...
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What is the Alternative Minimum Tax (AMT) and What You Need to Know in 2024
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Case Study: The Alternative Minimum Tax (AMT) and Equity Compensation
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"Questions To Ask When Considering A Financial Planner"
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The High Earner’s Playbook to Donor-Advised Funds
Donor-advised funds (DAFs) are a key tool for charitable giving for high-earners because they offer a unique blend of immediate tax benefits.
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All About the Backdoor Roth IRA
Backdoor Roth IRAs stand out as a sophisticated strategy for high-income folks who are otherwise unable to contribute directly to a Roth IRA due to income limits.
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Breaking Down the Mega Backdoor Roth: A Tax-Saving Strategy for High Earners
Welcome to the incredibly nuanced world of retirement planning, where the Roth IRA tends to reign supreme for its tax-free withdrawals in the golden years. 
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