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Sean Rawlings
5 days ago4 min read
Navigating AMT: How to Plan for Alternative Minimum Tax on Equity Compensation
Navigating unexpected tax bills from equity compensation and how to plan around it.
Sean Rawlings
Jan 104 min read
Self Employed Retirement Plans: Solo 401k vs. SEP IRA
SEP IRA vs. Solo 401k, which is better?
Sean Rawlings
Jan 36 min read
What Happens When You Inherit Money, Property, and More: A Step-by-Step Guide
Learn how to manage inherited assets, from taxes to trusts, and make smart financial moves after receiving an inheritance.
Sean Rawlings
Dec 20, 20246 min read
10 Ways to Maximize Your Stock Options as a W-2 Employee
10 things you need to factor in to create a successful equity compensation plan.
Sean Rawlings
Dec 13, 20246 min read
Equity Compensation 101: How RSUs, ISOs, NSOs, and ESPPs Work
Understanding RSUs, ISOs, NSOs, and ESPPs: Learn how equity compensation works, how it’s taxed, and strategies to maximize your benefits.
Sean Rawlings
Nov 1, 20245 min read
How to Save for Your Child's College Tuition and Set Them Up for Future Success
How to Save for Your Child's College Tuition and Set Them Up for Future Success
Sean Rawlings
Oct 15, 20245 min read
How to Maximize Tax Efficiency for Solopreneurs
The truth about S-Corps and who should use them.
Sean Rawlings
Oct 4, 20244 min read
Business Owners: How to Optimize One of Your Largest Tax Deductions (QBID)
How to optimize the qualified business income deduction
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