Alternative Minimum Taxes (AMT) vs Traditional tax with the grant, exercise, and sale of Incentive Stock Options (ISOs)

Tax-Efficient Ways to Give to Charity and Nonprofits

The Mega Backdoor Roth is a powerful tool for high earners looking to maximize their tax-advantaged retirement savings. Is it right for you?

Many business owners choose to structure their companies as S corporations (S corps). Here are some of the benefits and downsides.

What do you do when a spouse or loved one passes away.?

The pros and cons of buying real estate via a self-directed IRA vs just buying investment property outside of an IRA. A tax decision

Buying real estate without a realtor? Using owner financing? Here are important documents and processes to keep in mind.

Buying a vehicle for your small business. How to structure the purchase, registration, insurance, and risks to consider.

What is a High-Deductible Health Plan? Why is an HSA beneficial? What happens when you are self employed or in an S-Corp or partnership

In the dynamic world of startups and tech companies, equity compensation is a common way to attract and retain top talent. Among the...

Having recently transitioned from the investment management industry to my new role as an advisor with Pioneer, I was thrilled to have...