Insights
Short, practical write-ups on the planning questions that come up in real client meetings.
Form 1040 reporting for stock comp, SALT workarounds, DAFs, deferred comp taxation, and the projections that keep clients out of trouble.
Read the articleThe three conditions that have to line up before an early exercise plus 83(b) election makes sense.
How to find the exercise quantity that keeps a client under the crossover, and what to do with the rest.
Why the default supplemental rate leaves so many clients short, and how to size the gap in advance.
Turning a concentrated position into a rules-based sale schedule the client will actually follow.
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