Own startup stock, or advise someone who does? A federal tax rule called QSBS may exclude up to $15 million of your gain, but only if the shares pass five tests. Learn what to check before a sale.

Before buying a truck for a year-end deduction, consider the pass-through entity tax. Paying state tax through your business can cut federal tax, but results vary widely. Here’s who benefits, who doesn’t, and why to review it in November.

Not every year-end task is urgent. Focus on what actually expires December 31, including Roth conversions, gains and losses, charitable gifts, RMDs, and annual exclusion gifts, and let the rest wait until January. We’ll help you sort it out.

Year-end gifting goes beyond charity. Learn how the annual exclusion, direct tuition and medical payments, and your lifetime exemption can help the next generation, and why gifts of business interests or real estate need planning well before December 31.

Equity jargon can make you feel like an outsider. This plain-English translation guide explains stock options, RSUs, ESPPs, phantom equity, vesting, dilution, liquidity events, and taxes, with relatable analogies, so you can evaluate your package on the merits.

Signed an offer letter with equity and aren’t sure what you really agreed to? Learn how stock options, RSUs, and phantom equity differ, how vesting works, and which questions to ask before key tax decisions and deadlines pass.