Our Blog
There's no shortage of tax advice online. Most of it is generic, and some of it is wrong. This is where I share the thinking I'd give a client: practical, specific, and grounded in planning that actually works in the real world.
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Incentive Stock Options: The Quiet Upside, and the 2026 AMT Trap
Incentive stock options can be taxed at capital gains rates, but the AMT can create a surprise bill on shares you have not sold. Here is what changed in 2026.
Why Your Tax "Quarters" Aren't Really Quarters
A few readers wrote in with the same question last month, so this one is built around it: why don't the estimated tax "quarters" line up with the actual calendar?
Vesting Traps, Q2 Estimates, and What a Choppy Market Actually Changes
Markets have been noisy this year. Estimated payments are coming due. And a lot of people are about to make a decision on autopilot that deserves about ten minutes of real thought.
Invisible Income & Double Taxation: The Hidden Math of RSU and ISO Filings
A specialist’s guide to navigating the 1099-B cost basis trap, the AMT surprise, and the missing math in your equity compensation package.
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