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Plain English,
with the dates attached.

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.

Insights

Plain-English answers, with the dates attached.

Equity comp · 5 min read

Ordinary income at vesting, capital gains after — and why your withholding is often too low before the vest date.

Concentrated stock · 6 min read

Loss harvesting, exchange funds and a year-by-year glidepath.

Your date,
your answer.

Bring the question to a free ~30-minute Tax X-Ray.

~30 minutes, free, no obligation.