Resources
Explainers, playbooks, and pillar articles.
Pieces written to actually inform a decision — not to rank for a keyword. Every article is by-lined and dated. Every position cites authority.
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Start with these pillars.
Crypto & digital assets
The 2026 Crypto Tax Guide for U.S. Investors
Cost basis selection, 1099-DA, DeFi classification, wash-sale positioning, and the thirteen line items most filers get wrong.
Read article Equity compensationRSUs, ISOs, and NSOs: A Tax Playbook for Tech Employees
Vesting mechanics, AMT, sell-to-cover, 83(b), and the timing decisions that make or break the math.
Read article Multi-stateLeaving New York or California: How Residency Actually Works
Domicile vs. statutory residency, the day-count trap, and the documentation file that survives a residency audit.
Read article IRS representationThe CP2000 Playbook: How to Respond Without Overpaying
What a CP2000 is, the 30-day clock, and the step-by-step response that closes most of them to zero owed.
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Topics
Browse by cluster.
Digital assets
- The 2026 crypto tax guide
- HIFO vs. FIFO in practice (coming)
- 1099-DA: what changes in 2026 (coming)
- DeFi classification framework (coming)
Equity compensation
- RSU, ISO, NSO playbook
- ISO AMT modeling (coming)
- QSBS stacking (coming)
- 83(b) elections explained (coming)
Multi-state
- Leaving NY or CA
- Convenience-of-the-employer rule (coming)
- Part-year return mechanics (coming)
- PTET elections by state (coming)
IRS representation
- The CP2000 playbook
- Offer in Compromise reality (coming)
- Penalty abatement checklist (coming)
- Audit response framework (coming)
Business & entity
- When an S-corp actually works (coming)
- Reasonable comp studies (coming)
- QBI optimization (coming)
- Solo 401(k) playbook (coming)
High-net-worth
- Charitable vehicle selection (coming)
- Installment sale mechanics (coming)
- Trust coordination basics (coming)
- Pre-exit planning timeline (coming)
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