Most entrepreneurs are so focused on the GROSS sale price they overlook what they'll actually NET after taxes when selling their business. Here are the key tax implications every business owner needs to understand pre-exit. https://t.co/AgPF6Ij3Yl
Where should you put extra cash after a 401(k)? There are 3 main options: a brokerage account, IRA, or Roth IRA. TLDR: a taxable account is usually the best option for high earners. https://t.co/h0BuR7C9LP
SpaceX Lockup Release Windows:
- 20% post-Q2 earnings
- 10% if stock closes 30%+ above IPO in 5 of 10 consecutive days before first earnings call
- 5 time-based: 7% each at day 70, 90, 105, 120, and 135
- 28% post-Q3 earnings
- 180 days: lockup ends
https://t.co/2FalcaXKWU
I'm not a fan of non-deductible IRA contributions. Most people forget to track/report basis or lose records they must keep forever. But the REVERSE rollover can clean it up, saving you from paying tax twice. Here's how it works. https://t.co/yfSoyPa6uD
Since Congress has ignored my pleas to stop overhauling the tax code, I've done some of the heavy lifting for you. Here's several of the biggest changes in 2026, including the bad news for high earners.
https://t.co/Q35p54RJ5X
If you have startup stock, don't miss the QSBS exemption: $10M gains, federally tax-free (& maybe state)!
Quick QSBS Check: ✅ U.S. C-Corp? ✅ Assets <$50M when you acquired your stock? ✅ Held for 5 years?
We specialize in all things equity comp!
https://t.co/PwyCZ9d4LK
Tis the season...for year-end tax planning! Here are 8 strategies to consider to reduce your tax bill. But hurry, time is running out: from a practical standpoint, many of these moves need to be set in motion well before 12/31.
https://t.co/6KWxwRzYSO
After inheriting a large IRA from a parent, adult children can face higher taxes due to the distribution requirements. Here are some planning strategies to consider. https://t.co/BHWxdyx1ny
IPOs are back! But with liquidity comes rules. Here's what public company corporate insiders and executives need to know about 10b5-1 trading plans. https://t.co/V5tJh1f6oi
For high earners, lifestyle creep can easily fly under the radar. Don't risk getting used to a lifestyle you can't afford when you stop working. To enjoy your success now and later, make sure your savings increase faster than your spending.
https://t.co/HTsWsL09T3
Investors often delay diversifying because of tax implications. Taxes should always be a component of any investment decision — but not the main driver. Here are 7 ways to take profits from a concentrated holding. https://t.co/2mvHxXTjmB
Many women outlive their spouse and become caregivers. As women's roles in wealth transfer grow, proactive planning is crucial. The simple process of getting organized helps prepare women to confidently manage complex family finances and be the #FamilyCFO
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