Wealth Perspectives | TAN Wealth Management | Certified Financial Planner (CFP®) San Francisco | Advisor

TAN Wealth Management

CERTIFIED FINANCIAL PLANNER™ Practitioner in San Francisco Bay Area

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Incentive Stock Options - Từ Từ Strategy With Below AMT Crossover Point Strategy (Private Clients) 🔒

Incentive Stock Options - Từ Từ Strategy With Below AMT Crossover Point Strategy (Private Clients) 🔒

Executive CompensationTan PhanAugust 30, 2024Comment

Incentive Stock Options (ISOs) - The Từ Từ Strategy (Private Clients) 🔒

Incentive Stock Options (ISOs) - The Từ Từ Strategy (Private Clients) 🔒

Executive CompensationTan PhanAugust 30, 2024Comment

Form 6251, Alternative Minimum Tax - Individuals | Line Items That Increase or Decrease AMT Liability

Form 6251, Alternative Minimum Tax - Individuals | Line Items That Increase or Decrease AMT Liability

Executive CompensationTan PhanAugust 30, 2024Comment

The Relationship Between AMT Liability and AMT Credit

The Relationship Between AMT Liability and AMT Credit

Executive CompensationTan PhanAugust 30, 2024Comment

Avoid the AMT Liability by Increasing the Regular Tax Liability

Avoid the AMT Liability by Increasing the Regular Tax Liability

Executive CompensationTan PhanAugust 30, 2024Comment

Does an AMT Credit of $100,000 Reduce a Bargain Element of $100,000?

Does an AMT Credit of $100,000 Reduce a Bargain Element of $100,000?

Executive CompensationTan PhanAugust 30, 2024Comment

Higher Bargain Element = Higher AMT Liability

Higher Bargain Element = Higher AMT Liability

Executive CompensationTan PhanAugust 30, 2024Comment

Understanding the Relationship Between the Standard Tax Liability and the Tentative AMT Liability

Understanding the Relationship Between the Standard Tax Liability and the Tentative AMT Liability

Executive CompensationTan PhanAugust 30, 2024Comment

Tax Guide and Resources for 2024

Tax Guide and Resources for 2024

Tax PlanningTan PhanJuly 4, 2024Comment

Tax Guide and Resources for 2024 (Abstract)

Tax Guide and Resources for 2024 (Abstract)

Tax PlanningTan PhanJuly 4, 2024Comment

Avoiding the 3.8% Net Investment Income Tax

Avoiding the 3.8% Net Investment Income Tax

Nina ChanApril 4, 2024Comment

Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD

Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD

Nina ChanApril 4, 2024Comment

Qualified Opportunity Zone

Qualified Opportunity Zone

Nina ChanApril 3, 2024Comment

Alternative Minimum Tax (AMT) Credit Examples

Alternative Minimum Tax (AMT) Credit Examples

Nina ChanApril 3, 2024 Comments

What is Alternative Minimum Tax (AMT)?

What is Alternative Minimum Tax (AMT)?

Tan PhanApril 3, 2024 Comments

What is the 3.8% Net Investment Income Tax (NIIT)?

What is the 3.8% Net Investment Income Tax (NIIT)?

Tan PhanDecember 3, 2023 Comments

A Comprehensive Guide To The Super MEGA Backdoor Roth Strategy (Private Clients) 🔒

A Comprehensive Guide To The Super MEGA Backdoor Roth Strategy (Private Clients) 🔒

Nina ChanDecember 2, 2023Comment

What is Net Unrealized Appreciation (NUA)?

What is Net Unrealized Appreciation (NUA)?

Tan PhanDecember 2, 2023Comment

Introduction to TAN Wealth Management | Tan Phan, MSFP, CFP®

Introduction to TAN Wealth Management | Tan Phan, MSFP, CFP®

Tan PhanDecember 1, 2023Comment

TAN 3D Diversification Strategy (Private Clients) 🔒

TAN 3D Diversification Strategy (Private Clients) 🔒

Nina ChanDecember 1, 2023Comment