Category: Tax Management

Do I have to pay tax on stocks if I sell and reinvest? Not with Exchange Funds.

Do I have to pay tax on stocks if I sell and reinvest? Not with Exchange Funds.

Do you have to pay tax on stocks if you sell and reinvest? Yes. But there’s a way to effectively execute a similar transaction with...
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Short Term Rental Tax Benefits to Reduce Your W2 Taxes

Short Term Rental Tax Benefits to Reduce Your W2 Taxes

There are very few things that you as a high W2 income earner can do to reduce your tax bill. However, there are short-term rental...
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RHS Financial: What We Offer

RHS Financial: What We Offer

What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This...
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17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs

17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs

As of January 10th, more than 172,000 tech employees in the U.S. have been laid off, according to Layoffs.fyi. The tech industry has experienced broad...
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How to reduce taxable income for high earners in 2024: W2 edition

How to reduce taxable income for high earners in 2024: W2 edition

As of 2024, when this article was written, if your income is above $161,000 as a single filer or $240,000 as a married filer, sadly,...
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Beware Target Retirement Funds in Non-Retirement Accounts

Beware Target Retirement Funds in Non-Retirement Accounts

Over the last couple decades target retirement funds have emerged as the go-to investment solution for individual investors in 401(k) plans and other retirement accounts....
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Effective Giving: Beyond Writing a Check

Effective Giving: Beyond Writing a Check

If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving...
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Pre IPO Stock Options and RSUs: A Comprehensive Guide

Pre IPO Stock Options and RSUs: A Comprehensive Guide

As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a...
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A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk

A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk

If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may...
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Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more...
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