Tax Planning

Arizona tax credits let taxpayers redirect part of their state income tax to eligible schools, nonprofits, and community organizations.

Learn how tax-loss harvesting within a Personal CFO approach helps reduce taxes and align money with your values.

Make 2026 tax planning easier by reviewing income, deductions, RSUs, and major transactions now to avoid surprises and stay ahead.

Living in a high-tax state and taking big deductions sometimes triggers AMT. Plan ahead to minimize its impact.

Year-end tax planning strategies to help manage liabilities, deductions, and set the stage for long-term financial success.

Owned your home for two of the past five years? You may qualify for valuable tax benefits when you sell your home.

Before agreeing to rollover equity in a buyout, weigh the risks, liquidity, tax impact, and control. See how it serves your next chapter.

Manage your IPO windfall by reducing risk, protecting your family, and aligning your wealth with what matters most.

The IPO is done, but your IPO lockup period is not. Manage tax exposure, reporting rules, and charitable giving before the window opens.

Undergo pre-IPO planning to evaluate equity, reduce tax exposure, and build a smart strategy for long-term wealth.