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Employee evaluating RSUs

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

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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NFT Taxes: A Guide for 2024

Discover the essentials of NFT taxes in the United States for 2024 with our comprehensive guide, covering NFT tax classification, buying and selling, self-employment tax 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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20 Ways to Reduce Your Taxes in 2024: A Guide for Founders, Startup Employees, and Executives

Updated for 2024, here are 20 strategies to reduce taxable income as a company founder, early startup employee, or small business owner.

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tax clients meeting with their advisor

A Guide to the 4 Types of Tax Preparers

Explore the main types of tax professionals and the benefits of working with a tax advisor. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

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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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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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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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Harness Tax Guide: Small business owners & freelancers

A Tax Guide for Freelancers and Small Business Owners in 2023

In this guide, we will discuss certain tax code changes from recent years and other important considerations for freelancers and small business owners for 2023.

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