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Sean Rawlings
Feb 145 min read
Why Tax Planning is a Lifetime Game
For most people, taxes are the biggest expense over the course of their lifetime. Whether you’re just starting to earn a substantial...
Sean Rawlings
Feb 74 min read
How to Use a Mega Backdoor Roth to Supercharge Your Retirement Savings
Ever wondered how to get more than $7k a year into a Roth? It might sound impossible, but with the Mega Backdoor Roth, you can contribute...
Sean Rawlings
Jan 314 min read
Understanding the Tax Implications of Exercising Stock Options
Learn everything you need to know about taxes and equity compensation.
Sean Rawlings
Jan 244 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
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 25, 20245 min read
The Best Retirement Accounts for Millennials
Here's the accounts every young professional should be aware of and how they work.
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
Sean Rawlings
Sep 27, 20244 min read
Financial Planning for Millennials in Commercial Real Estate
Financial planning for millennials in Commercial Real Estate
Sean Rawlings
Sep 13, 20243 min read
Year-End Tax Planning for Business Owners
Year-end tax planning for millennials business owners
Sean Rawlings
Sep 6, 20243 min read
End of Year Tax Planning for Millennials
Tax planning for millennials
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