KFA Private Wealth Group

01/12/2026

Microsoft employees: That 22% federal withholding on your RSUs? It's often not enough.

Many Microsoft L65+ employees are left with five figure surprise tax bills at filing time.

Join our live webinar to learn:
✓ Microsoft's quarterly vesting + tax timing
✓ How to close the withholding gap
✓ Year-round tax system that eliminates surprises

January 29th | 12 PM EDT

Register now - link in bio 🔗

Can't make it live? Get the recording.

01/09/2026

Amazon employees: That 22% federal withholding on your RSUs? It's often not enough.

Many Amazon L7+ employees, or those in households with more than one income stream could end up with five-figure tax balances due at filing time. And most have no idea until April.

Join our live webinar to learn:
✓ How to close the withholding gap
✓ Planning around the 5-15-40-40 schedule
✓ Tax strategies for your RSU compensation

Wednesday, Jan 28 | 12 PM EST

Register now - link in bio 🔗

Can't make it live? Get the recording.

12/29/2025

Here's what you can expect from us in 2026 ➡️

If you're ready to make 2026 your best financial year yet, link in bio to book a consultation. Let's start the year strong!

12/24/2025

12/23/2025

Here's what you can still do before year-end:
✅ Tax-loss harvesting to offset gains
✅ Max out 401(k), IRA, and HSA contributions
✅ Bunch charitable giving through a donor-advised fund
✅ Roth conversions if you expect higher future taxes

Every strategy here has the potential to save you thousands—but only if you act before December 31st. Schedule a free call: https://hubs.la/Q03YSn6j0

12/22/2025

2025 wasn't just our year, it was YOURS. And the numbers prove you showed up ready to take control of your finances.

Swipe through to see what YOU made happen this year ➡️

Ready to make 2026 even better? Book a call: https://hubs.la/Q03YSgsW0