Retirement accounts, backdoor Roth strategies, HSAs, QSBS, and tax planning around equity compensation and liquidity events.
The headlines in May 2026 were hard to miss: OpenAI’s recent tender offer created a staggering $6.6 billion in liquidity for over 600 employees. For many in the tech and startup world, this is the…
Carina Luo, CPA·May 15, 2026
Updated: Dec 18, 2025
Carina Luo, CPA·December 17, 2025
Updated: Dec 11, 2025
Carina Luo, CPA·December 10, 2025
If you’re self-employed or own a small business, one of the best ways to build wealth and save on taxes is through a retirement plan.
Sophia Yu, CPA·October 23, 2025
For high-income earners, contributing directly to a Roth IRA is often restricted by income limits. Two popular workarounds are the Backdoor Roth IRA and the Mega Backdoor Roth IRA—but it’s important…
Sophia Yu, CPA·September 9, 2025
Updated: Sep 25, 2025
Sophia Yu, CPA·September 2, 2025
For many small business owners and self-employed professionals, taxes are one of the largest expenses each year. The good news? One of the most effective ways to cut your tax bill is also a smart…
Sophia Yu, CPA·August 26, 2025Proactive tax strategies and updates, no spam.