Johanson & Yau

In Silicon Valley, where stock options, restricted stock units (RSUs), and other complex financial vehicles are commonplace, it’s essential to have your financial team working together to maximize every opportunity. High-net-worth individuals and tech professionals face unique challenges, and the collaboration between your CPA and wealth advisor can be key to optimizing your wealth. Read our blog for three reasons why strong communication between your CPA and wealth advisor is key in 2024 and beyond: https://bit.ly/3YYAGht

As we approach the end of the year, it’s crucial to optimize your financial strategy for stock options and RSUs. From understanding tax implications to managing vesting schedules and minimizing AMT exposure, year-end planning can make a significant difference. If you’re navigating equity compensation, now is the time to review your options and align them with your long-term goals. Get five essential tips to close 2024 strong: https://bit.ly/4hxGBlW

Our team had a wonderful time at Avantax National Conference in San Diego this year. It’s always a good time connecting with the Avantax team and other financial professionals. We’re looking forward to a great 2025!

Elier is honored to have been on the panel at Avantax National Conference for the "Mastering Intentional Client Experiences" breakout session yesterday. We explored strategies for creating meaningful, tailored experiences that strengthen client relationships and drive growth. It's always great to share ideas with industry peers on how to elevate our client approach!

Today, we honor the brave men and women who have served our country with dedication and sacrifice. Your commitment to protecting our freedom is immeasurable, and we thank you for your service.

With the end of the tax year in sight, now is the perfect time to review your retirement savings strategy. Increasing your contributions before year-end can provide tax benefits and keep you on track toward your long-term goals. Let’s finish the year strong by investing in yourself!

The days are getting shorter which means more time spent inside. Looking to deepen your financial knowledge? These suggested books from Kiplinger’s list of top finance books can shape how you think about personal finance. https://bit.ly/3AzSh73

Exciting times for our CPA Partners as they attend the BKR International conference in Tokyo, engaging with global industry leaders, expanding our network, and bringing back fresh insights to better serve our clients. These opportunities help us stay ahead in delivering exceptional tax and wealth management solutions.

Celebrating the end of another successful tax season with our amazing team. We’re grateful for their hard work, dedication, and commitment to serving our clients. After a well-deserved evening out, we’re recharged and ready to tackle next year!

As we approach the end of 2024, it's time to start thinking about year-end financial planning—especially if you hold stock options or restricted stock units (RSUs). We know these forms of equity compensation can present valuable opportunities, but they also come with tax considerations and potential financial risks if not managed properly. Read more in this month's blog: https://bit.ly/40bdZJ0