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Tax Planning

How Could the House and Biden Tax Proposals Affect You? What Should You Do Before Year’s End?

Have you been hearing a lot about the tax proposals coming out of Washington D.C.? First it was President Biden’s back in April. In early September, it was the House
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Flow FP's Block Woman is hit by some tax code changes.

What Is a Backdoor Roth IRA (Contribution)? Should I Do it? How Do I Do It?

If I had to wager, backdoor Roth IRA contributions are in the top 3 of #personalfinance Slack channel topics.
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Should I withhold 22% or 37% on my RSUs when my company goes public?

As so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”
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What Women in Tech Need to Know about the Recent Stimulus Package

As you might be aware, in late December 2020, the president signed into law another round of economic stimulus. In March 2020, we had the CARES Act. Now we have
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Just pick an easy way to give to charity and go. Think about taxes later.

The vast majority of my clients say they want to give more to charities and causes they care about, and, importantly, be more structured and formal in their giving.
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FlowFP's Block Wo,man contemplates various options for charitable giving.

Maybe you’re better off giving your money to causes you care about, and not focusing on tax-deductibility.

When I started my firm in 2016, our household income went to $0. Being the financial planner I am, my mind went immediately from “we have no income” to “oooh,
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Flow FP's Block Woman is hit by some paperwork challenges.

Are You Waiting for the Uber Lockup to Expire? The Logistical Details You Need to Implement Your Strategy.

If you read my last blog post about the upcoming expiration of the Uber IPO lockup, you might have noticed that I barely mentioned tax and legal details.
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Flow FP's block woman careens toward November 6 in her Uber

Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.

I know many things about the upcoming expiration of the Uber lockup:
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Flow Is Hiring!

Specifically, hiring an Associate Advisor. 
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If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

A curious thing is happening when big tech companies, like Lyft and Uber, go IPO nowadays. I mean, aside from the fact that their stock immediately starts losing value…although that
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