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.

Receiving a financial windfall can open new possibilities, but it’s important to approach it thoughtfully. This guide covers essential considerations, from understanding taxes to aligning newfound wealth with your financial goals.

Here are a handful of common questions and answers to help you understand the ins and outs of the annual gift tax exclusion.

Steve Brickley elaborates on why extensive and varied experience in wealth management is crucial for achieving effective client outcomes. His journey from CPA to financial advisor showcases the unique insights gained through diverse professional experiences.