Blog
Value Added
Backdoor IRA
The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high
Gillingham
March 10, 2022
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
Uncategorized
Dates
Gillingham CPA Calendar. Generally most important dates for most of our clients. Classic pareto principle
Gillingham
August 29, 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
Home Purchase
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
Tax Update
Tax Planning 2018 and Beyond
Important points and dates below for any year-end planning items. Please do email if you
Gillingham
December 11, 2018