Tax Strategies
Select a Category
Posted on May 26, 2025 by Dan Pascone
Breaking Down Trump’s Proposed Middle-Class Tax Cuts for 2025 and Beyond
Trump’s 2025 Tax Plan: A 4-Year Window to Build Generational Wealth How High Earners Can Leverage Lower Rates, MAGA Accounts, and Expiring Credits Before 2028 Whether you support it, oppose it, or just want to understand how it impacts your bank account, Trump’s proposed 2025 “One Big Beautiful Bill” deserves your attention. At nearly 400 […]
Posted on May 12, 2025 by Dan Pascone
🏗 Engineer Your W-2 Side Hustle Income Before It Hurts
📈 Personal LLCs, Family Companies, and Why Your “Maxed Out 401(k)” Isn’t Nearly Enough At $500K+ W-2 income, normal rules stop applying. It seems like you’re 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
⏳ The Final Countdown: Your 8-Month Tax Alpha Window If you’re earning $400K–$2M+ and dealing with RSUs, bonuses, or stock options, your tax situation is more than just a spreadsheet—it’s 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 Moves—Vesting in 2025
🎉 Your Vested Wealth Is Growing, But So Is Your Tax Bill. Let’s Fix That Equity compensation is either a brilliant windfall or a minefield—depending on how you play your cards. If you’re 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
💸 Stock Options ≠ Cash—Until You Get the Taxes Right Stock options often feel like a hidden financial superpower—until tax season rolls around.Exercising and selling equity compensation isn’t like a regular paycheck—it’s 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 Didn’t Know You Could Take
🥳 You’ve Earned It—Now Let’s Maximize What You Keep If you’re maxing out your retirement accounts, donating to charity, and itemizing business expenses, you might think you’ve nailed tax season.But here’s the truth: even high earners with solid strategies miss key deductions every year. The U.S. tax code is massive—and 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: “You must gain control over your money, or the lack of it will forever control you.” Creating a solid financial plan is more than just a spreadsheet exercise—it’s a strategic roadmap that directs how your wealth grows, is preserved, and, eventually, how it supports your life’s 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 didn’t grow up in a family with a private jet and a nameplate estate, chances are you’ve heard of trusts but have never given them much thought. Trusts tend to carry an air of exclusivity—something 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 […]