We unpack why California’s tax system punishes high W‑2 earners with RSUs, then map out a stack of strategies that convert stock-based pain into lasting tax savings. We share how to use charitable deductions, credits, and timing to push your ef...

We map a clear path for high W‑2 earners to cut taxes by stacking business losses, targeted charitable deductions, and solar credits. A simple $1.5M case study shows how careful sequencing can drive liability from $450k toward $55k while buildi...

We break down the most common real estate tax myths, from REP status and short-term rentals to cost segregation timing and entity hype. We show how to time deductions, avoid recapture pain, and use non-asset strategies to cut taxes while buildi...

We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to exe...

Cost Segregation can save you tens of thousands, or even hundreds of thousands, in taxes. But here's the problem: most investors have no clue how much they're actually leaving on the table.After personally reviewing hundreds of cost seg...