Tax planning
- Incentive Stock Options and the AMT: What Changed for 2026
Sizing and timing an ISO exercise against the 2026 AMT exemption, and the same-year sale that removes it.
- RSU Tax Withholding: Why 22% Leaves Los Angeles Executives Owing in April
Why the flat 22% federal and 10.23% California rates leave a shortfall on RSU vests, and how to close it before April.
- What to Do With a Maxed-Out 401(k): A Guide for High Earners in Their 40s and 50s
Where high earners save after a maxed-out 401(k): catch-ups, HSAs, backdoor Roths, taxable accounts and California.
- Taxes, Trusts, and Giving: The 2026 Year-End Strategy
Ten year-end moves under the 2026 rules: payments, SALT, the new charitable floor, QCDs, gifts and trusts.
- The 20 Percent Pass-Through Deduction: A Guide to Section 199A
How the Section 199A pass-through deduction works under the 2026 rules, from the thresholds to rental real estate.
- How Founders Can Defer Seven-Figure Gains with a QSBS §1045 Rollover
How a Section 1045 rollover defers a founder’s federal gain on QSBS, and why California taxes it anyway.
- Concentrated Stock Positions: Five Ways to Reduce Risk Without Selling All at Once
Five ways to reduce a concentrated stock position without selling it all at once, and what each one costs.
- Roth vs. Traditional: Choosing the Right Retirement Account for Your Situation
Pay tax now or later: how Roth and traditional accounts compare in 2026, and how California treats each.
- Guarding Generational Wealth: Trust Strategies to Keep Family Fortunes Intact
How portability and credit-shelter, QTIP, SLAT and dynasty trusts work under 2026 rules, and what each costs.
- Mega-Backdoor Roth in a Solo 401(k): Step-by-Step Playbook
Filling the 2026 limit with after-tax solo 401(k) money and converting it to Roth, step by step.
- Tax-Loss Harvesting: How to Use Market Dips to Lower Your Taxes
How tax-loss harvesting works, why it mostly defers tax, and the wash-sale, crypto and California rules.
- Solo 401(k) or SEP IRA: Picking the Right Plan for a Single-Owner Business
Solo 401(k) or SEP IRA: 2026 limits, worked examples, Roth options and deadlines for a one-person business.
- Smart College Savings in Los Angeles: 529s, Coverdell ESAs, Roth IRAs & More
529 plans after the K-12 changes, plus Coverdells, Roth IRAs and savings bonds, for Los Angeles families.
- Venice Home Equity in a Long-Term Portfolio: What It Costs to Hold, Sell or Pass On
How Venice home equity fits a long-term portfolio: concentration, Prop 13, Measure ULA, and passing a home on.
- Self-Employment Tax and the S Corporation: Why It Isn’t a Magic Bullet
What an S corporation really saves once reasonable salary, the 199A deduction and California’s costs are counted.
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