AG Wealth Management, PLLC

02/09/2026

Tax season is officially here. Let us handle the stress. ☕📉

I’m happy to announce that AG Wealth Management is officially open for the 2026 tax season! We are currently accepting a limited number of new individual and small business clients.

How we make it easy for you:

-Maximize Results: We find the deductions and credits you might miss.

-Stay Compliant: We handle the latest tax law changes so you don't have to.

-Simple Process: A seamless, digital-first experience from start to finish.

Our goal is to take the paperwork off your plate so you can focus on what matters most.

Send us a DM or schedule a call below:

www.agwealthm.com/taxprep

01/18/2026

A New Chapter at AG Wealth Management, PLLC: Introducing Leslie Rea, MBA, CFP®, MCEP®

Get to know Leslie:

https://www.agwealthm.com/post/a-new-chapter-introducing-leslie-rea

02/24/2025

https://www.agwealthm.com/post/choosing-the-best-retirement-plan-for-small-business-owners-sep-ira-vs-solo-401-k

As a small business owner, your ability to plan for retirement while managing tax efficiency is one of the smartest financial strategies you can employ. However, the variety of retirement plans available can feel overwhelming. Two of the most popular retirement savings vehicles for small business ow...

02/17/2025

How to Deal with Appreciated RSU Holdings: A Guide for Tech Employees

Restricted Stock Units (RSUs) are a cornerstone of compensation packages for many tech employees, particularly those at major companies like Amazon, Nvidia, and Block. These awards can grow significantly in value over time, resulting in substantial financial gains. However, dealing with appreciated....

02/10/2025

Retiring Early? Don’t Let ‘Sequence of Returns’ Risk Derail Your Plan!

Understanding Sequence of Return Risk: The Hidden Threat to Retirement and Early RetirementSequence of return risk (SORR) is a critical yet often overlooked concept in retirement and early retirement planning. It highlights how the order of investment returns can significantly impact the longevity o...

02/08/2025

Need help with your tax prep? Schedule a call today!

Tax preparation for equity-compensated tech professionals made easy. Get expert help with RSUs, ISOs, NQSOs, and stock sales. Use our interactive pricing calculator and maximize your tax savings today!"

01/30/2025

If you earn any RSUs on E*Trade do not forget to adjust your cost basis to avoid double taxation!

If you’ve received Restricted Stock Units (RSUs) as part of your compensation, you’ve likely experienced the confusing tax implications when it comes time to report them on your tax return. Many RSU recipients use brokerage platforms like E*TRADE, which provide a 1099-B form summarizing your sto...

01/27/2025

Discover how direct indexing transforms financial planning for
.

When it comes to financial planning for tech employees, tax efficiency is a cornerstone of any robust strategy. High salaries, substantial equity compensation, and concentrated stock positions are hallmarks of the financial profiles of tech professionals. This wealth profile often demands more nuanc...

01/20/2025

Were you granted RSU while living in California and thinking about leaving? Understand the pro-rata allocation rule for how your shares are going to be taxed!

Restricted Stock Units (RSUs) are a popular form of equity compensation, especially for employees working in tech hubs like California. They provide a powerful incentive for employees to contribute to the company’s growth, while also allowing companies to attract top talent. However, the tax impli...

01/13/2025

Choosing Between LLC and S-Corp (or maybe an LLC taxed as an S-Corp)? Here’s How Small Business Owners Can Maximize Tax Savings and Boost Financial Efficiency!

Choosing the right business structure is a foundational decision that impacts the trajectory of your business. As a financial planning firm working with service-based businesses and solo entrepreneurs, we know this decision can feel overwhelming. Your choice affects taxes, liability, compliance requ...