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Money Moves: A CRUT Strategy for Diversifying Concentrated Stock
In this post, we explore how a CRUT strategy works, who it’s designed for, and how investors can use it to diversify appreciated assets while generating income and supporting charitable giving.
Money Moves: Moving to Puerto Rico
In this post, we examine how moving to Puerto Rico can be a powerful wealth-planning strategy for certain high-net-worth individuals.
Tax Exchange Funds 101
In this post, we will walk through what tax exchange funds are, how they work, and the key advantages and trade-offs to understand before considering one.
Alternative Minimum Tax 101
In this post, we’ll explain what the Alternative Minimum Tax is, who it affects, and how you can plan for it more effectively.
Private Market Investing: Rewards, Risks, and Considerations
In this post, we break down the rewards, risks, and four key considerations of private market investing.
The Private Market Lifecycle: Key Stages Every Investor Should Know
In this post, we break down the private market lifecycle, highlighting the key stages of private investing and illustrating how investors can identify opportunities and manage risk at each step.
10 Ways to Invest in Private Markets
In this post, we’ve grouped the 10 most common ways to invest in private markets into three levels: Entry, Intermediate, and Advanced, so you can see where you might fit.
Private Market Key Terms & Concepts for Investors
In this post, we break down the private market key terms and concepts every private market investor should know.
Private Market Investing 101
In this post, we explain what private market investing is, why it matters, who can participate, and how it can unlock diversification, innovation, and growth beyond the public markets.
Mega Backdoor Roth Guide
In this post, we’ll dive into what the Mega Backdoor Roth is, how it works, what to consider before investing, potential tax benefits, and the next steps you should take if you are interested in investing.
Guide to Gifting Rules for Parents
In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.
12 Strategies if You’re Above the Estate Tax Exemption
For families whose estates exceed the lifetime estate tax exemption, here are 12 strategies to consider for minimizing estate tax costs.
Tax Hack: Charitable Remainder Trusts Explained
In this post, we will explain what Charitable Remainder Trusts are, how they work, their benefits, drawbacks, and the different types available.
Deep Dive: Understanding the Additional Medicare Tax
The Additional Medicare Tax requires individuals earning above certain amounts to pay an extra 0.9% on their income exceeding these thresholds. In this exploration, we’ll review who needs to pay this tax, the specific income levels it applies to, and how it's calculated.
Deep Dive: Safe Harbor Rules for Quarterly Tax Payments
Safe Harbor Rules serve as your teammate, helping confirm we make sufficient tax payments throughout the year to avoid potential underpayment penalties.
Maximizing Impact: The Role of Donor-Advised Funds in Your Charitable Giving Strategy
Donor-Advised Funds (DAFs) have emerged as a powerful tool for charitable giving. But what makes DAFs particularly appealing for stock-based compensation professionals? Let's dive in!
9 Charitable Giving Strategies for Year-End
Charitable giving is not just an act of generosity—it's also a savvy financial strategy. Learn about some tips to maximize your charitable impact before the year's end.
Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule
Learn about tax-loss harvesting and the intricacies of the Wash Rule and its impact on your trading strategies.
Direct Indexing: A Game-Changer for Tax-Loss Harvesting
While tax-loss harvesting is a familiar concept to many, direct indexing is emerging as a powerful tool to amplify its benefits. Let’s delve into how direct indexing can significantly boost the benefits of tax-loss harvesting.
Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration
Tax Harvesting may seem like an odd investment term, but it’s a crucial strategy to any investor. Let’s dive in!