Articles, definitions, straight answers and worked examples — each built around the deadline that matters. General education, not advice.
Short, plain-English answers on RSUs, QSBS, concentrated stock, 1031s, crypto, exits and inheritance — each with the dates that matter.
From 83(b) to the wash-sale rule: the terms behind the strategies, defined in a sentence or three.
Fees, fiduciary duty, who we serve and what happens on the free Tax X-Ray — answered plainly.
A free, ~30-minute conversation. You’ll leave with two or three specific moves — and when to make them.
Ordinary income at vesting, capital gains after — and why your withholding is often too low before the vest date.
Loss harvesting, exchange funds and a year-by-year glidepath.
Bring the question to a free ~30-minute Tax X-Ray.
~30 minutes, free, no obligation.