Blog
Tax strategyThe ISO AMT Trap: What to Model Before You Exercise Incentive Stock Options
Exercise incentive stock options and hold, and the spread generally becomes income for the alternative minimum tax even though you sold nothing. Here's the calculation to run while you still have a choice about size and timing.
Tax strategySafe Harbor Estimated Taxes: Avoiding Penalties on RSU Vests
Hit one of two safe harbor numbers and the underpayment penalty generally goes away, no matter how big the April bill is. In a vest year, the 110% prior-year target is usually the one to aim at.
Tax strategyArizona's dollar-for-dollar tax credits: redirect the state tax you already owe
A married Arizona couple can redirect as much as $5,802 of their 2026 state income tax to charities and schools they choose. Five commonly used credits do the work, and here's how each one runs, plus the April 15 quirk and why your federal return mostly shrugs.
Fees & industryHow financial advisors get paid
The 4 ways an advisor's bill gets calculated, what each tends to cost, and the incentive built into each one. Plus what fee-only and fee-based actually classify.
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