If you own a small business or are thinking about launching one, you’ve probably run into the question: “Should I be an LLC or an S-Corp?” It comes up constantly, and the framing itself causes most of the confusion. The two aren’t competing options. An LLC is a legal...
Lately, Roth conversions are frequently discussed as one of the most powerful tax strategies available to investors. And while yes, in many cases this may be true, the effectiveness of a Roth conversion depends far less on the concept itself and far more on the...
As we start off the new year and get ready for what 2026 is going to bring, it is a great time to reflect, reset, and plan for the year. From a financial perspective, I believe that one of the best places to start isn’t necessarily with your investment portfolio,...
May 4, 2026 – Confused by ISOs vs. NSOs? Learn the key tax differences and how to make smarter decisions with stock options—whether you’re at a startup or big tech.
May 11, 2026 – ESPPs can be an overlooked source of “free money.” Learn how discounted stock purchases work and simple strategies to turn your contributions into profit.
May 18, 2026 – ESOPs can be a powerful wealth-building and retirement tool. Learn how they work, key tax advantages, and practical steps to make the most of your benefits.
May 25, 2026 – Standard Roth limits holding you back? Learn how the Mega Backdoor Roth can let some high earners contribute $60K+ per year using after-tax 401(k) contributions and Roth conversions.
June 1, 2026 – Think your income is too high for a Roth IRA? Learn how a backdoor Roth works and how high earners can still build tax-free retirement wealth.
June 8, 2026 – Bonuses and commissions can trigger surprise tax bills. Learn how they’re taxed, common withholding pitfalls, and simple ways to plan your cash flow.
When I first heard about cryptocurrency years ago, it sounded more like a science fiction idea than a financial planning conversation. I feel as though almost everyone has heard the story of the famed bitcoin transaction for a Papa John’s pizza in 2010, where a guy in...
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