Tax Planning Archive

The Hidden Tax Time Bomb in Your RSU Grants: California Edition

When I sit down with tech professionals and engineers here in Pasadena, the conversation about Restricted Stock Units often starts the same way: “My RSUs are vesting, and I’m excited about the extra income.” Then I ask, “Do you understand how much tax you’ll…
Read More

Before Tax Day: 5 Strategic Moves California Retirees Should Make Before April 15th

The countdown to Tax Day is on, and if you’re like many retirees I work with here in Pasadena, you might be thinking it’s too late to do anything meaningful about your 2025 tax bill. Here’s the good news: April 15th isn’t just a…
Read More

Avoid These 5 Equity Compensation Mistakes at Tax Time

When David, a software engineer at a Pasadena tech firm, sat down with his tax preparer last April, he expected a modest refund. Instead, he owed $47,000. The shock wasn’t just the amount but the fact that he had no idea it was coming….
Read More

For The Win: Maximizing Your Opportunity and Savvy Tax Planning

While investors often associate wealth management with growth strategies, there’s another important piece to the equation—protecting the earnings you’ve worked so hard to grow. Taxes are an inevitability, but that doesn’t mean you should pay more than you have to. California residents, especially, are…
Read More
Skip to content