Year-end tax moves for high earners on the West Coast
Eight planning moves worth reviewing before December 31, from Roth conversions to equity compensation and state-specific rules.
Read the article
Tax planningWhat the 2025 tax law means for high earners in 2026
SALT, charitable limits, AMT, estate exemption and the business provisions that matter most.
Read article
Equity compRSUs and withholding: why your W-2 can leave you short
The flat supplemental rate, the cost basis trap and how to close the gap before April.
Read article
PracticesIs a cash balance plan right for your practice?
Who benefits, what it costs to cover staff and why consistent profits matter.
Read article
Real estateCost segregation explained for West Coast property owners
Accelerated depreciation, 100% bonus, passive loss limits and recapture on sale.
Read article
Estate & familyOregon and Washington estate taxes: what families should know
Why state estate taxes reach far more families than the federal tax, and how to plan.
Read article
Tax planningRoth conversions: how to find your best conversion window
Gap years, bracket filling and the side effects that decide whether a conversion pays off.
Read article
PracticesS corporation owners: setting a reasonable salary
Payroll tax savings, IRS expectations and how salary affects retirement and QBI.
Read article
Equity compIncentive stock options and AMT: exercise without surprises
Qualifying dispositions, the AMT spread and how to time exercises across tax years.
Read article
Real estateShort-term rentals: when losses can offset your other income
The seven-day average stay test, material participation and pairing with cost segregation.
Read article
Estate & familyGifting strategies for 2026: the annual exclusion and the $15 million exemption
Annual exclusion gifts, 529 superfunding, trusts and the basis trade-off.
Read article
PracticesPass-through entity tax elections: a SALT cap workaround for business owners
How S corps and partnerships can deduct state tax at the entity level, state by state.
Read article
Tax planningMoving across the West Coast? How state residency changes your taxes
Domicile, part-year returns, equity comp sourcing and timing income around a move.
Read articleHelpful tools.
Questions about your own situation?
Articles explain the ideas. A free call with Amit applies them to you.