Measured by who you become at the end of it, not what you've read.
Any AI can explain a rule correctly and say nothing about what else moves when you act on it. The dependencies are where the money is lost.
Four routines that run every year: the January plan, the record at each event, the September projection, and the February packet.
Seventeen events, from a job change to an IPO. Each one names what hinges on it, the window, the record, and what to ask.
Where you did the work decides who taxes the vest. One rule, for state lines and national borders alike.
One page showing which decision moves which, and a calendar that puts each question in the month to ask it.
Educational only; your CPA and counsel make every call that is theirs.
A correct answer to one question moves three you didn't ask.
Ask how ISOs are taxed at exercise, and you get the right answer. Here is what it leaves out.
•The AMT raises this year's tax, so September's estimated payment comes up short.
•Exercise after a move, and the state you left may claim part of the spread.
•The AMT comes back as a credit only if you keep two records no one asks for.
Every module starts from the connector and ends with the questions to ask, dated to the month.
Two readers, one map.
You have a CPA. She files what you send. This is how you decide what happens before that, and hand her the map.
You file yourself. The software reports what happened. It cannot see that an August move changes a November vest.
30 modules, two workbooks, one free supplement
Included in every membership. Read free, subscribe for the whole stack.