With deduction limitations set to begin in 2026, 2025 offers a unique window for high-income donors to pair charitable gifts and IRA withdrawals. When structured properly, this approach can help offset income and maximize available deductions especially before Qualified Charitable Distributions become available at age 70½.

For IRA balances above $5 million, Roth conversions aren’t just about marginal tax planning. With the right strategy, they can reduce estate taxes, capture market rebounds tax-free, and align with long-term charitable goals. Brickley Wealth Management explains how it could work.

Steve Brickley, founder of Brickley Wealth Management, has been appointed to the Audit & Finance Committee for the Town of Atherton. His dual expertise in investment and tax strategy supports sound municipal financial planning.

Income tax projections are often an afterthought—but not at Brickley Wealth Management. By combining investment and CPA services under one roof, we create accurate, actionable projections that help clients make confident decisions throughout the year.

Financial advisors do more than manage investments. At Brickley Wealth Management, we combine financial planning, investment management, and tax strategy to provide a well-rounded approach to wealth management.

Combining CPA and CFP services offers a more strategic approach to financial planning. At Brickley Wealth Management, our integrated team helps align tax and investment strategies for a well-rounded financial plan.

Underpayment of estimated taxes can lead to IRS penalties, but various strategies can help avoid them. Safe harbor rules, seasonal exceptions, and withholding adjustments offer solutions for taxpayers with fluctuating income.

Risk tolerance is the level of investment risk you're comfortable with, influenced by factors like financial stability, goals, and market experience. Understanding it helps align your portfolio with your comfort zone, keeping you steady during market fluctuations.

Strategically managing equity compensation involves evaluating stock options like ISOs, NQSOs, and RSUs while considering tax implications. Planning around key events and integrating tax projections are crucial for making informed decisions.

Managing RSUs involves navigating tax considerations and making strategic financial decisions. This post outlines the key factors to consider when deciding whether to sell or hold your RSUs, along with options for reinvesting or donating proceeds.