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How RSUs Are Taxed in 2026 — Vesting, Withholding Traps, and What High Earners Need to Know
For tech professionals, executives, and other high earners across Irvine and Orange County, restricted stock units are often the largest single line of compensation — and the most misunderstood at tax time. RSU taxes arrive in two separate stages, the default tax withholding is frequently too low for high-bracket employees, and one common brokerage reporting quirk causes people to pay tax on the same income twice. This guide explains how RSU income is actually taxed, where th

Tax Wealth Consultant
Jul 295 min read


IOLTA Trust Accounting Mistakes That Get California Lawyers in Trouble — With the State Bar and the IRS
Tax Wealth Consultant For a California law firm, the client trust account is the single most scrutinized part of the books. It sits at the intersection of two authorities that rarely coordinate but can each end a practice: the State Bar, which polices how you handle client money, and the IRS, which polices when you recognize your fees as income. Most IOLTA trust accounting mistakes are not acts of dishonesty. They are quiet bookkeeping errors that compound until someone noti

Tax Wealth Consultant
Jul 144 min read
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