Financial Planning:
Thoughts and Commentary

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.

Learn how an 83(b) election can reduce taxes on startup equity compensation for Bay Area families in Walnut Creek and Pleasant Hill. Discover how founders and employees use 83(b) elections to potentially turn future stock growth into lower-taxed capital gains income while avoiding costly tax surprises.