Financial Planning:
Thoughts and Commentary

Calendar pages showing the end of the year, representing year-end financial planning deadlines and important December financial tasks.

10 Year-End Financial Planning Tasks to Start Now and Complete Before December 31

Get ready for year-end financial planning with this essential checklist for employees with equity compensation. Learn how to review RSUs, ESPPs, stock options, capital gains, tax-loss harvesting, Roth conversions, retirement contributions, charitable giving, and company stock concentration before December 31. Discover how proactive equity compensation tax planning can help Bay Area families make smarter financial decisions and start the new year with a stronger wealth strateg

Sep 25 min read

Close-up photo of a parent’s hand passing a gold ribbon to a child’s hand, symbolizing inheritance, generational wealth transfer, estate planning, family legacy, and financial guidance for Bay Area families and widows.

Inheritance Basics for Bay Area Families: 10 Important Steps After Receiving an Inheritance

Learn the basics of handling an inheritance, including step-up in basis rules, inherited IRA RMD requirements, and tax considerations for Bay Area families and widows managing real estate, investments, and retirement accounts.

May 125 min read

Qualified Charitable Distributions: Tax Free Karma and a strategy for Required Minimum Distributions

How to use Qualified Charitable Donations to be charitable and tax efficient. Required Minimum Distribution Strategy.

Sep 7, 20222 min read

Financial Planning: Thoughts and Commentary

10 Year-End Financial Planning Tasks to Start Now and Complete Before December 31

Inheritance Basics for Bay Area Families: 10 Important Steps After Receiving an Inheritance

Qualified Charitable Distributions: Tax Free Karma and a strategy for Required Minimum Distributions

Financial Planning:
Thoughts and Commentary