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Tag: tax planning

2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Think of this as a simple guide you can keep nearby as you organize your finances for the…
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What is Tax Planning Anyway? 

How Effective Tax Planning Can Help Your Retirement Income Written by Hazel Secco, CFP®, CDFA® Planning for taxes…

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Understanding AMT: What Women Leaders with ISOs Need to Know

It’s exciting to see more women building wealth through ownership, not just income. But with that opportunity comes…
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New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect

Starting in 2026, the OBBBA will change the way charitable donations are treated for tax purposes. Here’s what’s…
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Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage

How you file your taxes as a married couple is more than just checking a box. It can…
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Should You Sell or Hold? Crafting a Plan for Vested RSUs

RSUs can be a valuable form of compensation, especially in industries like tech and pharma, but they also…
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Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control…
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