With intentional planning, gaps in taxable income can create valuable tax planning opportunities that aren't available in high-income years. Understanding these opportunities makes it easier to take the leap.
If you enjoy having the latest technology and you’re willing to pay a slight premium for that experience, or you hate paying for gas and like the idea of fighting against climate change, then the new landscape of EVs provides some enticing options.
Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.
Donor Advised Funds are powerful tools for legacy planning, can also benefit tax planning, and help mitigate gains from appreciated stock.
Equity compensation in the form of stock options is a complex issue. Understanding the balance of risk and benefits will lead to a confident decision when considering a new job.