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As you might know, there’s a huge, all-encompassing change to tax law potentially coming up at the end of 2025. If it happens, you will almost certainly be big-time impacted. What is that all-encompassing change to tax law? It’s the expiration of the Tax Cut and Jobs Act, which went into effect on January 1, […]
A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big, but who-really-knew-how-big tax bill was looming before April 15. And that his CPA would give him some recommendations for paying estimated taxes in 2024. And […]
You stick around as long as I have (yes, I am officially 103 years old), you start to see smart people have the same confusion and misunderstandings about personal finances from smart people.
If you’re moving from a giant, public tech company to a pre-IPO company, especially a small pre-IPO company, you’re in for some meaningful changes.
If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.