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Latest Articles
Gift and Estate Taxes: An Overview of Annual and Lifetime Exemptions
An introduction to gift and estate taxes that also covers the relevant exemptions one should be aware of to avoid being taxed on their estate or gifts.
Avoiding Double Taxation on RSUs, ESPP, ISOs, and Other Company Equity
The sale of employer equity can result in double taxation if one is not careful with making the necessary cost basis adjustments.
Backdoor & Mega Backdoor Roth Strategies
Backdoor Roth strategies which allow high-income earners to still contribute to a Roth IRA and potentially super-contribute to their Roth 401k.
What is IRMAA?
An explanation of the IRMAA surcharge for Medicare Part B & D, and how you can avoid or lessen the amount you owe.
Enhancing the Tax Benefits of Direct Indexing with a Short Overlay Strategy
An advanced tax strategy that enhances the potential for capital losses generated by direct indexing by adding one or more short positions.
A Brief Overview of Medicare
An explanation of the various components of Medicare, what you’ll need to know before signing up, and how you can shop around for a plan.