News and Updates
Qualified Opportunity Zones: Tax Benefits vs. Investment Risk
Qualified Opportunity Zone funds tend to get a lot of attention after a large liquidity event. The pitch is straightforward. Defer capital gains taxes now, and potentially eliminate taxes on […]
How to Think About RSUs and ISOs Before an IPO
When you work in tech and accumulate a mix of equity, it’s easy to start mentally spending money that doesn’t exist yet. IPO headlines, valuation chatter, and comparisons to other […]
IRA Contributions vs. Roth Conversions: Timing Rules Explained
One of the most common points of confusion I see around Roth planning has nothing to do with tax brackets or strategy. It comes down to timing. Specifically, people mix […]
Weighing Emotion and Economics in Overseas Property Decisions
This question comes up more often than people expect. A childhood home carries emotional weight, and when there is enough financial flexibility to make the purchase feasible, it becomes even […]
Carried Interest Planning: Building a Base Case and Managing Concentration Risk
“I recently moved into a principal role at my firm, and part of my compensation now includes carried interest in our newest fund. The fund size is about $800 million, […]
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