Tax Season Is Our Super Bowl
EPIC list of tax planning moves we just saw pay off on a client’s 2025 return $300K+ of harvested capital losses to offset gains from private investments ~$250K of ordinary losses to...
Tax Season Is Our Super Bowl
EPIC list of tax planning moves we just saw pay off on a client’s 2025 return $300K+ of harvested capital losses to offset gains from private investments ~$250K of ordinary losses to...
The Tax Code Is a Playbook
People think not paying taxes is fraud. The truth is, the tax code incentivizes certain behaviors and disincentivizes others. When you learn how to use it to your advantage, everything changes....
The Tax Code Is a Playbook
People think not paying taxes is fraud. The truth is, the tax code incentivizes certain behaviors and disincentivizes others. When you learn how to use it to your advantage, everything changes....
The Most Common Outcome for a Single Stock Is -...
Holding concentrated stock positions tilts the math against you. Everyone thinks: Their company is special Their insight is special Their timing is special It usually isn’t. Over long periods, the...
The Most Common Outcome for a Single Stock Is -...
Holding concentrated stock positions tilts the math against you. Everyone thinks: Their company is special Their insight is special Their timing is special It usually isn’t. Over long periods, the...
We’re Buying a Cricket Team
We’re buying a cricket team! Most people in the U.S. don’t fully appreciate this… Cricket isn’t some niche international sport. It’s one of the most followed sports on the planet,...
We’re Buying a Cricket Team
We’re buying a cricket team! Most people in the U.S. don’t fully appreciate this… Cricket isn’t some niche international sport. It’s one of the most followed sports on the planet,...
“Exclusive Deal Flow” Is Usually a Red Flag
Well I know what we’ll be investing in next! 5% commission coming my way 😄I get notes like this all the time and it tells you everything you need to...
“Exclusive Deal Flow” Is Usually a Red Flag
Well I know what we’ll be investing in next! 5% commission coming my way 😄I get notes like this all the time and it tells you everything you need to...
If You Love Your Kids, Don't Leave Them a Tradi...
How to pass 2x more to your heirsDifferent accounts are worth different amounts.Traditional retirement accounts are taxed as ordinary income when withdrawn.If your heirs are in their peak earning years, especially in...
If You Love Your Kids, Don't Leave Them a Tradi...
How to pass 2x more to your heirsDifferent accounts are worth different amounts.Traditional retirement accounts are taxed as ordinary income when withdrawn.If your heirs are in their peak earning years, especially in...