Newsletter and Articles
Scale AI / Meta Transaction — What That Cash Dividend Actually Means for Your Taxes (Simple Breakdown + Case Study)
What we’re seeing this tax season This tax season, we’ve worked through many cases involving transactions like the Scale AI restructuring and Meta-related investments. In particular, one pattern keeps coming...
New 2025 Tax Law: How the Qualified Overtime Deduction Can Save You Up to $12,500
Introduction: A Hidden Tax Opportunity for High-Income Earners and Professionals If you’ve been putting in longer hours lately or earning bonuses tied to extra time worked, there’s good news in...
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 on mortgage rates when buying a house. However,...
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 tool — but without careful tax planning, it...
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 about what you can deduct, what must be...
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. But if you already have a high-paying W-2...
Case Study: How to Calculate AMT on ISOs & NSOs: Equity Compensation Tax Guide
Navigating the tax implications of exercising Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) can be one of the most stressful parts of an equity compensation package, especially when...
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 your tax liability and retirement contributions. At Flex...
Understanding the Used Electric Vehicle Tax Credit: An Opportunity for Eco-Friendly Savings
As part of its ongoing commitment to environmental sustainability and reducing carbon emissions, the U.S. government offers a tax credit for individuals purchasing used electric vehicles (EVs). This incentive not...
5 Reasons Why You Must File for Bankruptcy
In the complex world of financial management and tax planning, understanding the implications of various debt relief options is crucial for maintaining financial health. One such option that often comes...