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Milad Taghehchian, CPA, CFP(R)
Mar 11
AMT vs Traditional Tax System and Incentive Stock Options
Alternative Minimum Taxes (AMT) vs Traditional tax with the grant, exercise, and sale of Incentive Stock Options (ISOs)


Milad Taghehchian, CPA, CFP(R)
Feb 25
Tax-Efficient Ways to Give to Charity and Nonprofits
Tax-Efficient Ways to Give to Charity and Nonprofits


Milad Taghehchian, CPA, CFP(R)
Feb 25
The Mega Backdoor Roth Contribution: Mechanics and Benefits
The Mega Backdoor Roth is a powerful tool for high earners looking to maximize their tax-advantaged retirement savings. Is it right for you?


Milad Taghehchian, CPA, CFP(R)
Feb 15
The Tax Impact of Becoming an S Corporation Partner: Health Insurance, HSAs, and Fringe Benefits
Many business owners choose to structure their companies as S corporations (S corps). Here are some of the benefits and downsides.


Milad Taghehchian, CPA, CFP(R)
Feb 6
Loss of a Spouse/Family Member
What do you do when a spouse or loved one passes away.?


Angella Welcome
Jan 28
Pioneer Wealth Management Group Celebrates 20 Years of Service and Announces Four New Partners in Strategic Expansion
Founder Milad Taghehchian Shares Ownership with Chris Cyndecki, Ian Tennant, Daphne Jordan, and Nicole Renaux.


Milad Taghehchian, CPA, CFP(R)
Nov 21, 2024
The SECURE Act and Its Evolutions: A Guide to Retirement Savings Legislation
Secure Act 1, 2, 3. What does it all mean?


Daphne Jordan CFP (R)
Nov 18, 2024
Twenty Years for Pioneer Wealth: A Conversation with Its Founder
I n 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won Super Bowl XXXVIII. NASA landed rovers...


Chris Cyndecki CFA, CFP®
Nov 15, 2024
Cash Isn’t King Forever: What Falling Interest Rates Mean for Your Cash
Over the last two years, cash has made a comeback. Yields on high-yield savings accounts, CDs, and money market funds approached 5%. Many...


Iza Picazo
Nov 11, 2024
Important Inflation Reduction Act Credits to Take Advantage of Before a Potential 2025 Repeal
EV and Home Energy Credits to Claim before Potential Repeal in 2025 The Inflation Reduction Act of 2022 (IRA) was passed with a multitude...
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