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Recent articles
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The IRS Just Ruled Against Some 351 Exchange ETFs: What Investors With Concentrated Stock Need to Know
New IRS ruling treats some 351 exchange ETF conversions as taxable sales. See who is affected, what is still allowed and California…
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Opportunity Zones 2.0: What the December 31, 2026 Deadline Means for Your Deferred Gains
Deferred opportunity zone gains are taxed Dec. 31, 2026, and Opportunity Zones 2.0 starts in 2027. See what changes, California rules, and…
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The 1099 Threshold Is Now $2,000: What Changes for Payments You Make in 2026
The 1099-NEC and 1099-MISC threshold rose from $600 to $2,000 for 2026 payments. See what changed, what didn’t, and California’s $600 rule.…
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Scale AI / Meta Transaction — What That Cash Dividend Actually Means for Your Taxes (Simple Breakdown + Case Study)
If you held shares affected by the Scale AI Meta transaction, you may have received a large Form 1099-DIV. Here is what…
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No Tax on Overtime: How the New Overtime Deduction Works (Up to $12,500)
Eligible employees can deduct up to $12,500 ($25,000 joint) of FLSA overtime premium pay for 2025-2028. See who qualifies, limits and W-2…
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Buying a Home Before vs. After OBBBA: How the Rules Change for High-Income Individuals
Buying a Home Before vs. After OBBBA: How the Rules Change for High-Income Individuals Understanding the OBBBA Changes Many high-earning individuals focus…
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Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS
Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS Equity compensation can be a powerful wealth-building…
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U.S. Tax Treatment of Foreign Property Development: What You Must Know
Are you building, renovating, or renting out a foreign property while living in the U.S.? If so, the IRS has strict rules…
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Case Study: Does an S-Corp Actually Save Taxes If You Have a Full-Time Job? A Closer Look for High-Income Professionals
S-Corporations are often promoted as a go-to tax strategy for self-employed individuals and business owners — and in many cases, they are.…
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Case Study: How to Calculate AMT on ISOs & NSOs: Equity Compensation Tax Guide
Updated October 2026 with the 2026 AMT amounts under the 2025 federal tax law. Exercising Incentive Stock Options (ISOs) and Non-Qualified Stock…
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Solo 401(k): Sole Proprietor vs. S-Corp — Which Structure Maximizes Your Retirement and Tax Efficiency?
For self-employed professionals and small business owners in the San Francisco Bay Area, understanding how to structure your business can significantly impact…
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The EV Tax Credits Have Ended: What You Can Still Claim
If you’re shopping for an electric vehicle, you may be wondering whether you can still get a tax credit. Unfortunately, the federal…
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