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Backdoor IRA
The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high
Gillingham March 10, 2022
Small Business Tax
Foreign Tax
Foreign tax is a bit complicated and we can explain some important matters regarding: Travel (seeing
Gillingham June 2, 2021
Uncategorized
Road Map Solo Business
Our small business approach has some flexibility depending on our clients needs, skills, and budget. The cost / fit / billing pages summarizes
Gillingham September 5, 2020
Employee Stock Options
ISO Tax Planning – Incentive Stock Options
ISO – Incentive Stock Option Planning – Our Approach #1 Go for easy wins first:
Gillingham December 16, 2019
Employee Stock Options
Tax planning with RSUs: Restricted Stock Units
We aim to explain and implement a tax strategy collaboratively. We will take care of
Gillingham November 12, 2019
Employee Stock Options
RSU Withholding issues and tax projections
Owing lots of federal tax at the year-end because of your RSUs? Need to know where
Gillingham September 27, 2019
Uncategorized
Buying a San Francisco Home
Buying a Bay area or San Francisco Home is a particularly difficult process. If the
Gillingham September 25, 2019
Tax Update
Tax Planning in Q3 for Stock Options, LLC, and S-Corporations
Quarterly payments and extended return deadlines around the corner! Take this as tax perspective and
Gillingham September 11, 2019