Tax Strategies
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Posted on May 12, 2025 by Dan Pascone
đ Engineer Your W-2 Side Hustle Income Before It Hurts
đ Personal LLCs, Family Companies, and Why Your âMaxed Out 401(k)â Isn’t Nearly Enough At $500K+ W-2 income, normal rules stop applying. It seems like youâre fighting less for gains but more to survive tax-wise. High earners who thrive grind harder, but also learn to play the system smarter. They build infrastructure, weaponize volatility, and […]
Posted on May 5, 2025 by Dan Pascone
Your 2025 Tax Playbook: Planning for the End of the TCJA Party
âł The Final Countdown: Your 8-Month Tax Alpha Window If youâre earning $400Kâ$2M+ and dealing with RSUs, bonuses, or stock options, your tax situation is more than just a spreadsheetâitâs a dynamic, complex system. And what you do between now and December 2025 could shape your financial legacy for years to come. The Tax Cuts […]
Posted on April 30, 2025 by Dan Pascone
Stock Options vs. Smart Money MovesâVesting in 2025
đ Your Vested Wealth Is Growing, But So Is Your Tax Bill. Letâs Fix That Equity compensation is either a brilliant windfall or a minefieldâdepending on how you play your cards. If youâre juggling RSUs, ISOs, NSOs, or ESPPs, you need to know your key dates like you know the passcode to your phone. Ignoring […]
Posted on April 21, 2025 by Dan Pascone
Stock Option Taxes: How to Keep More of What You Earn
đž Stock Options â CashâUntil You Get the Taxes Right Stock options often feel like a hidden financial superpowerâuntil tax season rolls around.Exercising and selling equity compensation isn’t like a regular paycheckâitâs more like navigating a financial minefield. With the right strategy, you can turn those stock options into long-term wealth without handing a big […]
Posted on April 10, 2025 by Dan Pascone
Work Smarter, Pay Less: Tax Deductions You Didnât Know You Could Take
đ„ł Youâve Earned ItâNow Letâs Maximize What You Keep If youâre maxing out your retirement accounts, donating to charity, and itemizing business expenses, you might think youâve nailed tax season.But hereâs the truth: even high earners with solid strategies miss key deductions every year. The U.S. tax code is massiveâand full of completely legal ways […]
Posted on October 9, 2024 by Dan Pascone
Structuring a Comprehensive Financial Plan for High Earners: A 4-Part Series
In the words of personal finance celebrity Dave Ramsey: âYou must gain control over your money, or the lack of it will forever control you.â Creating a solid financial plan is more than just a spreadsheet exerciseâitâs a strategic roadmap that directs how your wealth grows, is preserved, and, eventually, how it supports your lifeâs ambitions. […]
Posted on September 16, 2024 by Dan Pascone
Why Trusts Are No Longer Just for the Ultra- Wealthy: A Practical Guide to Protecting Your Assets and Avoiding Probate
If you didnât grow up in a family with a private jet and a nameplate estate, chances are youâve heard of trusts but have never given them much thought. Trusts tend to carry an air of exclusivityâsomething only the ultra-wealthy need to worry about, right? Not so fast. While trusts are often associated with billionaires […]
Posted on September 3, 2024 by Dan Pascone
Introduction to Retirement Planning and Tax Diversification
Retirement planning is a critical aspect of financial management that can often seem overwhelming. However, its importance cannot be overstated. Proper planning ensures that your golden years are not only comfortable but also financially secure. One of the key components of an effective retirement strategy is tax diversification. Understanding how different types of retirement accounts […]
Posted on August 24, 2024 by Dan Pascone
The QSBS Advantage: How to Turn Startup Equity into Tax-Free Wealth
Imagine a world where you can invest in a promising startup, hold onto your shares for a few years, and then, when the time is right, sell those shares and keep a significant chunk (and maybe all) of your gains out of the taxman’s reach. Qualified Small Business Stock (QSBS) refers to shares in a […]
Posted on August 20, 2024 by Dan Pascone
The Silver Lining of Lower Income Years: Tax Tricks for Top Earners
Picture this: you’re a top earner who has spent years climbing the career ladder, accumulating increasing salaries, bonuses, and stock options, each year greater than the last. Then, life throws you a curveball. Maybe youâve decided to take a sabbatical to travel the world, pursue a passion project, or simply recharge. Perhaps youâre navigating a […]