A Year of Big Wins: OLarry’s Journey so far
Let’s take a walk down memory lane and revisit the highlights that defined our journey.
OLarry
Demystifying the K-1 Tax Form: What You Need to Know
Have you ever received a K-1 form and felt you were handed a cryptic message instead of a straightforward tax document? Or perhaps you didn’t even realize you would receive a K-1 for an investment in the first place? You aren’t the only one. We break down all the details of the form and its requirements here.
QSBS stock tax exemption: The entrepreneurs’ advantage
QSBS allows a shareholder to exclude gains arising from the sale of a company’s stock from taxable income. You can exclude up to $10M in capital gains or 10 times your original investment.
Understanding your taxable IOUs on your RSUs
Breaking down RSU stock taxation and how to leverage smart strategies. Minimize tax liabilities while maximizing the benefits of your stock.
Thinking beyond cash: Smart strategies for charitable donations
How to use charitable tax deductions. Explore techniques like bunching donations and donating non-cash assets for optimal deduction benefits.
Leveraging owner-occupied homeownership
Discover how homeownership can impact your wealth and learn about tax-minimizing deductions and strategies for homeowners.