Private Client Tax

Covers withholding, timing, equity compensation, retirement contributions, and estimated tax considerations for high earners

Explains why investment tax decisions should be coordinated with portfolio advisors and CPAs before year-end. Guidance from Eric S. Smith, CPA, PLLC for co.

Discusses timing, estimated payments, loss harvesting coordination, charitable giving, and advisor communication around large gains

Explores tax questions around gifts, education support, elder care, family businesses, trusts, and documentation

Explains CPA coordination around trust returns, estate-related tax filings, beneficiary reporting, and working with attorneys

Covers basis, income, estate documents, beneficiary records, and why inherited assets can create tax questions before sale or distribution

Explains how donor-advised funds can fit into charitable giving and tax planning, without implying investment advice

Covers timing, required distributions, beneficiary issues, withholding, charitable distributions, and coordination with broader tax planning

Explains why executives with RSUs, stock options, deferred compensation, and bonuses need careful planning beyond annual filing

Introduces tax considerations around equity compensation, timing, withholding, AMT exposure, and why coordination before exercising matters