🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Its estimated that just 2-3% of Americans earn tips. The new law is a *deduction* on Fed taxes only at the end of the year on the first $25K… …and that’s only if you report it…which many people don’t. This is nonsense.

Everyone wants to work with equity-compensated clients until it's time to do the deep work in equity compensation You have to be built different or have a few screws loose

83(b) election, visualized:

SpaceX is rumored to have another ~14%+ up round coming soon. Just an absolute bonkers price chart here.

the Miami vice hat on top of the whole thing is just 🤌🏽

It’s perfectly OK to be extremely bullish on the company you work at. You might be a diehard supporter of the products/services they are delivering and believe the company has a ton of upside. ^^That doesn’t mean your net worth needs to be 99% concentrated in that stock.

my Dad’s Tacoma after someone ran a stop sign and hit them yesterday. They rolled multiple times. It’s a miracle they are completely fine with just a few cuts, bruises, and fractured ribs. Wear your seatbelt…

Saturday POV

Incentive Stock Option (Qualifying) vs Non-qualified Stock Option

It’s been several years since I cared at all about {what people} were going to {what bar/party} at {what time} My advice to young people is usually something along the lines of “Have as much fun as you can, be smart, maintain your reputation, & care about 100x less about FOMO”

Tax preparation ≠ Tax planning Both are important to get right. Only one is strategic and forward-looking.

My client base is a cohort of extremely high-performing people, and younger than most in wealth management. Most clients are experiencing major wealth events and complex life challenges for the first time. (liquidity events, home purchases, first children, dual-income

I'll say it again. You can't convince me that anyone gets this right on the first try:

Really excited to see my new website coming together. Should be ready for launch in a few weeks. The site will be broken out by topic: — Planning — Equity — Investing — Tax And within each topic will be a collection of my best past and future: — Visuals — Threads — Tools &

Let’s head over to check in on our Linkedin DMs I’m sure there’s nothing weird waiting

In the lab

Forget all the planning and advice. I have it on good authority that some clients love our relationship because they can look over to their spouse, ever so subtly, as if to say: “See?! Mark says it. He does this for a living. NOW can we do it?” Hits different when it comes

Someone on here posted a great table showing the impact of the $500K - $600K SALT phaseout, going by $100K increments and showing the resulting taxable income. Can anyone point me to it??

My clients with the highest net worths earned their wealth via 1 of the following: ➜ At the right company at the right time (equity) ➜ Built something (SMB owner) ➜ Grinded to be in the top 1% of what they do & have a massive annual W-2 as a result (cash and/or RSUs)

Week 4 loading… █ █ █ █ ▒▒▒▒▒▒▒