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A mother and daughter review an estate plan together

Estate Planning: A Key Part of Any Financial Plan

Navigating the complexities of estate planning is crucial to ensuring a lasting financial legacy. Our in-depth guide covers essential aspects including estate tax rates, key components of an estate plan, and strategic tax minimization techniques.

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Alternative minimum tax worksheet

Alternative Minimum Tax (AMT): Everything You Need to Know

Get all the details of the Alternative Minimum Tax (AMT) system in our comprehensive guide. We break down the nuances of AMT tax rates, exemptions, and their potential implications.

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Employee evaluating RSUs

Everything You Need to Know about Restricted Stock Units (RSUs)

In this comprehensive guide, we unravel the complexities of Restricted Stock Units (RSUs), helping you understand how to minimize tax liabilities tied to your equity compensation, and maximize your earnings potential in a liquidity event.

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what entrepreneurial advisors need

Tax in the Capital Market Spotlight: Unleashing the Potential of Entrepreneurial Advisors

Uncover the pivotal shifts in the tax industry, their alignment with transformations in the financial advisory business, and the doors they could open for entrepreneurial tax advisors.

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Two startup employees planning their taxes during aquisition

Tax Planning for Startups Going Through an Acquisition: Key Strategies for Success

Navigate the complexities of tax planning for startups going through acquisitions. Explore tax implications, equity compensation strategies, and the role of tax advisors in this guide.

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Reminder: Estimated quarterly taxes are due soon

Quarterly Taxes For Builders: Navigating Equity Windfalls, Crypto Gains, VC Distributions, and Small Business Income

In this comprehensive guide, we'll help you navigate quarterly taxes for various income sources like equity windfalls, crypto investments, venture capital distributions, and small business income. Learn how to calculate your estimated tax payments, meet deadlines, and stay compliant with the IRS to avoid penalties and interest charges.

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The Igloo Company Pudgy Penguin #7625 - Source

The Ultimate Guide to NFT Taxes for 2023

Discover the essentials of NFT taxes in the United States for 2023 with our comprehensive guide, covering NFT tax classification, buying and selling, taxation for creators, tax loss harvesting, gifts, donations, reporting, and strategies to minimize your tax liabilities. Stay informed and navigate the evolving tax landscape with confidence.

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Tax Planning During Stock Market Volatility

During unprecedented periods of market volatility, emotions can run high when it comes to your investments. It can be unpleasant—indeed it is easy to panic—when the financial goals you’ve spent years working toward—a comfortable retirement or an education fund for your children or grandchildren—may seem to be at risk. COVID-19 is reminding us of that right now!

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ISOs, RSUs, and NSOs. The alphabet soup of equity compensation

The Alphabet Soup of Equity Compensation

Equity compensation can be a bit of an alphabet soup, with a long list of terms and acronyms to navigate. In this article, we'll define some of the most common forms of equity compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more.

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early employee filing 83b election

Everything You Need to Know About an 83(b) Election

If you’re a startup founder or a startup employee who received restricted stock, or you’re early exercising stock options, filing an 83(b) election can be a valuable tool to minimize taxes on your equity.

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