CA Business Owners: Don’t Let the State Pick Yo...
California business owners: the state is about to pick your retirement plan for you. If you have employees in CA and don’t have a qualified plan in place, you’re required to set...
CA Business Owners: Don’t Let the State Pick Yo...
California business owners: the state is about to pick your retirement plan for you. If you have employees in CA and don’t have a qualified plan in place, you’re required to set...
How I Cut the Tax Bill on Multi-Million Dollar ...
How I help founders keep millions more when they sell their business You shouldn’t pour years of blood, sweat, and risk into building a valuable company… only to hand the...
How I Cut the Tax Bill on Multi-Million Dollar ...
How I help founders keep millions more when they sell their business You shouldn’t pour years of blood, sweat, and risk into building a valuable company… only to hand the...
Most Advisors Don’t Do This. We Do.
I started jotting down everything I’ve done for clients this year. The list got long enough that I figured I should share it: Tax‑aware portfolio construction • Tax‑loss harvesting (capital)...
Most Advisors Don’t Do This. We Do.
I started jotting down everything I’ve done for clients this year. The list got long enough that I figured I should share it: Tax‑aware portfolio construction • Tax‑loss harvesting (capital)...
A Once-in-a-Cycle Tax-Aware Real Estate Opportu...
An epic tax‑aware investment crossed my desk recently, targeting mid‑to-high teens net of fees and taxes. And it exists because of a weird moment we’re in right now. Over the...
A Once-in-a-Cycle Tax-Aware Real Estate Opportu...
An epic tax‑aware investment crossed my desk recently, targeting mid‑to-high teens net of fees and taxes. And it exists because of a weird moment we’re in right now. Over the...
The Most Common Outcome for a Single Stock? -100%
Every concentrated-stock client I meet says the same thing: “My stock is different.” This is the range of outcomes for some of their stocks this year: Best: +122% Worst: –58% Everything else scattered...
The Most Common Outcome for a Single Stock? -100%
Every concentrated-stock client I meet says the same thing: “My stock is different.” This is the range of outcomes for some of their stocks this year: Best: +122% Worst: –58% Everything else scattered...
How Tax-Aware Investment Planning Increases Liq...
Can tax-aware investing increase your liquidity? Most people think: “Hedge funds, real estate, private equity = less liquidity.” But done right, tax-aware investing can actually increase your usable cash flow, even...
How Tax-Aware Investment Planning Increases Liq...
Can tax-aware investing increase your liquidity? Most people think: “Hedge funds, real estate, private equity = less liquidity.” But done right, tax-aware investing can actually increase your usable cash flow, even...