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Jared Feng
Jun 14, 2023
Critical Alert: U.S. Companies with Foreign Control - Mandatory BE-12 Reports
According to the Bureau of Economic Analysis (BEA) of the U.S. Department of Commerce, all U.S. business entities, regardless of whether...


Jared Feng
May 26, 2023
Reducing Capital Gains Tax: Strategies for Stock Profit Tax Savings
⭐️First, let's review capital gains tax: Capital gains tax is divided into "short-term capital gains tax" and "long-term capital gains...


Jared Feng
May 26, 2023
Understanding the Backdoor Roth IRA Strategy
First, let's talk about some advantages of opening a Roth IRA: Income tends to increase with age, resulting in higher tax rates. When...


Jared Feng
May 26, 2023
Maximizing Benefits: A Comprehensive Guide to ESPP - Employee Stock Purchase Plans
ESPP - Employee Stock Purchase Plans: A Guide to Understanding and Maximizing Benefits ESPPs (Employee Stock Purchase Plans) are stock...


Jared Feng
May 26, 2023
Navigating RSUs and Tax Implications: A Guide to Making Informed Decisions
RSU (Restricted Stock Unit) is a common form of equity incentive used by companies to reward employees. It represents a promise from the...


Jared Feng
May 26, 2023
529 Plan:Tax-Advantaged Strategy for Education Savings
The 529 Plan is a government-endorsed tax-efficient savings vehicle designed to help families accumulate funds for future education...


Jared Feng
May 26, 2023
Tax Plan Guide for: 401K and IRA Plans
For the majority of individuals, holding a company W-2 represents diligent middle-class workers, as only a small fraction reaches the...


Jared Feng
May 20, 2023
How High Net Worth Individuals Can Save on Taxes
1. Make the most of your Retirement Plan Check if your 401(k) is maxed out. The pre-tax contribution limit for employees is $20,500. If...
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