SEEDS OF KNOWLEDGE

Navigating the tax code can feel like walking through a maze, especially when you’re managing a high income, equity compensation, and evolving tax legislation. For highly compensated employees and executives with stock options, the margin for error is smaller, and the consequences of poor planning are often significant. As a Fiduciary Fee-Only Financial Planner, I see this firsthand. The good news? With thoughtful, proactive tax planning, 2026 presents meaningful opportuni