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# KFA

KFA Private Wealth Group

## Posts

- [Blog - old](https://kfapwg.com/blog-old/)
- [Your Mid-Year Financial Check-In: Five Smart Moves for High Earners](https://kfapwg.com/2026/06/mid-year-check-in-five-smart-moves/) - Five mid-year financial moves for high earners — from fixing your withholding gap to the new Trump Account opportunity opening in July.
- [Estimated Taxes: How to Avoid Penalties Without Overpaying the IRS](https://kfapwg.com/2026/03/estimated-taxes/) - Estimated tax guide for high earners with RSUs, K-1 income, or business revenue. Avoid penalties, stop overpaying, and keep your cash working for you.
- [Trump Accounts: A Guide for Parents](https://kfapwg.com/2026/02/trump-accounts-guide-for-parents/) - Learn how the government seed contribution works, how Trump Accounts compare to 529 plans and custodial Roth IRAs, and why starting early could make a major difference. Plus, what high-income families should do now to prepare and integrate Trump Accounts into their broader financial plan.
- [Dad's Armchair: Financial Lessons in Love and Loss](https://kfapwg.com/2025/12/dads-armchair-financial-lessons-in-love-and-loss/) - A financial advisor's personal guide to managing a parent's estate: survivor benefits, RMDs, expenses, and critical steps to protect your family.
- [Is Your Advisor Reading the Right Green?](https://kfapwg.com/2025/12/is-your-advisor-reading-the-right-green/) - Financial advisor reads the green: hidden breaks in complex compensation, partnership taxation, equity timing. Why specialized expertise saves thousands.
- [The Dark Side of DIY Financials](https://kfapwg.com/2025/10/dark-side-of-diy-financials/) - DIY financial planning works great early on. But once you’ve reached a certain level of income, built up meaningful assets, or have more complex compensation like equity awards, the cost of mistakes quickly outweighs the cost of proper guidance. This guide helps you identify if you've reached that tipping point.
- [Inherited IRAs: Why Spouse Status Changes Everything](https://kfapwg.com/2025/08/inherited-iras-why-spouse-status-changes-everything/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_margin=”|0px||0px|false|false” custom_padding=”0px||||false|false” global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22background_color%22%93}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”||1px|||” custom_padding=”||50px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”] Same asset, completely different rules. Whether you inherited an IRA from a spouse or parent determines whether you can stretch distributions over decades or must empty the account
- [Breaking Down the "One Big Beautiful Bill Act": What You Need to Know](https://kfapwg.com/2025/07/one-big-beautiful-act-what-you-need-to-know/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_margin=”|0px||0px|false|false” custom_padding=”0px||||false|false” global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22background_color%22%93}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”||1px|||” custom_padding=”||50px||false|false” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] The “One Big Beautiful Bill Act” just became law, and if you’re wondering what it means for your taxes, you’re not alone. This isn’t your typical
- [5 Smart Moves to Navigate Market Volatility](https://kfapwg.com/2025/06/5-smart-moves-to-navigate-market-volatility/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_margin=”|0px||0px|false|false” custom_padding=”0px||||false|false” global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22background_color%22%93}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”||1px|||” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”] Everyone’s asking the same question – but most are focusing on the wrong answer. The warning signs are everywhere: J.P. Morgan lowered recession probability but it’s still uncomfortably
- [6 Ways to Spring Clean Your Finances](https://kfapwg.com/2025/04/6-ways-to-spring-clean-your-finances/) - Transform your financial health with these essential spring cleaning strategies! Learn how to organize documents, review insurance, rebalance investments, reassess emergency funds, optimize tax planning, and realign your financial goals for greater peace of mind and prosperity.
- [Navigating Amazon's Unique RSU Vesting Schedule: A Strategic Guide for Employees](https://kfapwg.com/2025/03/navigating-amazons-unique-rsu-vesting-schedule-a-strategic-guide-for-employees/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_margin=”|0px||0px|false|false” custom_padding=”0px||||false|false” global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22background_color%22%93}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”||1px|||” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]If you’re an Amazon employee, you likely have a substantial RSU package that could potentially transform your financial future. There’s just one problem: Amazon’s unique vesting schedule can feel
- [Vesting Victory: Mastering Your Stock Option Journey](https://kfapwg.com/2025/02/vesting-victory-mastering-your-stock-option-journey/) - Learn strategies to exercise wisely, manage taxes, and avoid expiration pitfalls for a stronger financial future!
- [Smart Tax-Free Investment Tips: Grow Your Wealth Without the Tax Hit](https://kfapwg.com/2025/02/smart-tax-free-investment-tips-grow-your-wealth-without-the-tax-hit/) - It's not about how much you make, it's about how much you keep. Master stock options, minimize taxes, and maximize wealth with our expert investment strategies!
- [Start the Year Strong: Your Financial Blueprint for High-Income Earners](https://kfapwg.com/2025/01/start-the-year-strong-your-financial-blueprint-for-high-income-earners/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”|auto|-63px|auto||” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” header_2_line_height=”1.1em” custom_padding=”||0px|||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] The start of a new year always feels full of possibility. It’s like a fresh chapter, giving you a chance to set goals and make changes to set yourself up for the months
- [Year-End Tax Planning Strategies for High-Income Earners](https://kfapwg.com/2024/11/year-end-tax-planning-strategies-for-high-income-earners/) - Maximize year-end tax savings for high-income earners with retirement contributions, tax-loss harvesting, charitable giving, and HSA strategies.
- [How are RSUs taxed?](https://kfapwg.com/2024/09/how-are-rsus-taxed/) - Navigate RSU taxes effectively: Understand vesting impacts, withholding requirements, and strategies to reduce your tax liability.
- [Year-Round Tax Reduction Strategies For High-Income Earners](https://kfapwg.com/2021/01/year-round-tax-reduction-strategies-for-high-income-earners/) - [et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] By Jason Epps, CFP®, CRPC® Due to the pandemic and stimulus payments, the federal government’s tax filing season for individual earners will start on February 12, 2021, as opposed to beginning in late January as it has in past years. (1) That means that although it is delayed, tax season is still just
- [Top 5 Financial Planning Challenges For High-Income Earners](https://kfapwg.com/2021/03/top-5-financial-planning-challenges-for-high-income-earners/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® Some people think high-income earners have it easy when it comes to saving money, but that’s just not the case. Sure, high-income earners might have the potential to
- [Are You Considering Investing In Real Estate?](https://kfapwg.com/2021/04/are-you-considering-investing-in-real-estate/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® Financially savvy people usually have a plan in place for investing, typically through 401(k)s or IRAs. But many are missing out on the opportunity to diversify their portfolio
- [What You Need To Know About Real Estate Taxation](https://kfapwg.com/2021/05/what-you-need-to-know-about-real-estate-taxation/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® If you have decided to take the plunge into rental real estate properties, then you probably know how great a resource real estate is as a wealth-building tool.
- [Key Steps to Take Within 5 to 10 Years of Retirement](https://kfapwg.com/2021/08/key-steps-to-take-within-5-to-10-years-of-retirement/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky Creating a comfortable retirement can be the biggest financial challenge you face when establishing a comprehensive financial plan. The good news is that if you are later in your career,
- [How to Prioritize and Save for Multiple Financial Goals](https://kfapwg.com/2021/10/how-to-prioritize-and-save-for-multiple-financial-goals/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® It seems like no matter how much money you make, there’s always more things to spend it on. Whether it’s home renovations, an upgraded car, retirement savings for
- [What You Need to Know About Equity Compensation](https://kfapwg.com/2021/11/what-you-need-to-know-about-equity-compensation/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and
- [Got Equity Compensation? 5 Tips to Build It Into Your Financial Plan](https://kfapwg.com/2021/12/got-equity-compensation-5-tips-to-build-it-into-your-financial-plan/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky As we discussed in the first article in this series, equity compensation has become an increasingly popular option for many employers. It provides loyalty and employee benefits without the upfront
- [Solo 401(k) vs. SEP IRA: Which Is Best for You?](https://kfapwg.com/2022/02/solo-401k-vs-sep-ira-which-is-best-for-you/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky As a small business owner or self-employed individual, it can be hard to save for retirement when there are so many other aspects of your life and business to worry
- [10 Questions You Should Ask Your Advisor](https://kfapwg.com/2022/03/10-questions-you-should-ask-your-advisor/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® It’s pretty rare these days to hear anyone complain about a lack of options. Whether it’s selecting a restaurant or finding a doctor, the multitude of choices can
- [5 Financial Planning Tips for Aging Parents](https://kfapwg.com/2022/05/5-financial-planning-tips-for-aging-parents/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky Watching your parents age can leave you with many new responsibilities. Having a plan in place can relieve much of the weight off your shoulders in an especially stressful transition.
- [You’ve Inherited Money, Now What Should You Do?](https://kfapwg.com/2022/08/youve-inherited-money-now-what-should-you-do/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky Receiving an inheritance can be a bittersweet experience. You may have lots of emotions, such as surprise, overwhelm, hope for the future, and sadness. On one hand, the gifted money
- [Should You Keep That Rental Property?](https://kfapwg.com/2022/09/should-you-keep-that-rental-property/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® Owning real estate is one of the most attractive investments as it provides owners with a steady stream of income and it’s considered “passive.” As a rental property
- [Saving Money on Taxes With a Donor-Advised Fund](https://kfapwg.com/2022/10/saving-money-on-taxes-with-a-donor-advised-fund/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the
- [How to Teach Your Kids About Money](https://kfapwg.com/2022/10/how-to-teach-your-kids-about-money/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky You know your children have a lot to learn. Out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy
- [Why You Should Consider Sending Your RMDs Directly to a Charity](https://kfapwg.com/2023/01/why-you-should-consider-sending-your-rmds-directly-to-a-charity/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy? If you’re taking an RMD (required
- [Your End-of-the-Year Checklist for Small Business Owners](https://kfapwg.com/2023/12/end-year-checklist-for-small-business-owners/) - Small business owners, it’s that time of year! As 2023 winds down, prepare for success with this end-of-the-year checklist.
- [The Mega Backdoor Roth & Partial Roth Conversions Explained](https://kfapwg.com/2023/02/the-mega-backdoor-roth-partial-roth-conversions-explained/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky, ChFC® Mega backdoor Roths and partial Roth conversions became the talk of the town when the first draft of the Build Back Better Act included provisions that would eliminate these
- [How to Tie Your Financial Goals to Your Personal Values](https://kfapwg.com/2023/03/how-to-tie-your-financial-goals-to-your-personal-values/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® With a new year underway, have your resolutions fallen by the wayside? Perhaps you wanted your finances to reflect your personal values—but you don’t know where to start.
- [How a Backdoor Roth IRA Can Help You Grow Tax-Free Wealth](https://kfapwg.com/2023/04/how-a-backdoor-roth-ira-can-help-you-grow-tax-free-wealth/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky, ChFC® Taxes are a major concern for those planning for retirement, and the backdoor Roth IRA can be a smart way to reduce their impact. While this strategy isn’t for
- [Should You Participate in Your Employee Stock Purchase Plan?](https://kfapwg.com/2023/05/should-you-participate-in-your-employee-stock-purchase-plan/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® It’s no secret that top-notch employers are always on the hunt for the quality talent out there. And to secure that talent, they know they need to offer
- [Maximize Your Retirement: Stay Ahead of the Game by Avoiding These Common Mistakes](https://kfapwg.com/2023/08/maximize-your-retirement-stay-ahead-of-the-game-by-avoiding-these-common-mistakes/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky, ChFC® Retirement is a time many of us look forward to—a chance to relax, pursue our passions, and enjoy the fruits of our labor. But the unfortunate truth is that
- [Strategic Financial Concepts Veterans / Federal Employees / Military Should Consider](https://kfapwg.com/2023/06/strategic-financial-concepts-veterans-federal-employees-military-should-consider/) - Are you a veteran, federal employee, or military member looking to avoid financial pitfalls? Read this guide to set yourself up for success.
- [How Do I Get Income From My Portfolio?](https://kfapwg.com/2023/09/how-do-i-get-income-from-my-portfolio/) - Seeking income from your portfolio? Read these 5 effective strategies to generate income from your investments.
- [Facing the Future: How to Be Ready for Widowhood Today](https://kfapwg.com/2023/09/facing-the-future-how-to-be-ready-for-widowhood-today/) - Are you prepared for widowhood?
- [What NOT to Do in the First 10 Years of Retirement](https://kfapwg.com/2023/11/what-not-to-do-in-first-10-years-of-retirement/) - Retiring soon? Here’s what NOT to do in the first decade of retirement to keep your golden years from turning to rust.
- [Don’t Let Your Emotions Control Your Wealth](https://kfapwg.com/2024/01/dont-let-emotions-control-your-wealth/) - Emotions are powerful—don’t let them rule your financial decisions. Learn how to keep your wealth on track by mastering your emotions
- [How Do Stock Options Impact Your Tax Liability?](https://kfapwg.com/2024/02/how-do-stock-options-impact-your-tax-liability/) - Optimize your employee benefits while reducing tax obligations! Read on to learn the effects of stock options on your taxes.
- [Equity compensation- what you need to know](https://kfapwg.com/2024/08/what-you-need-to-know-about-your-equity-compensation/) - Learn what you need to know about your equity compensation, including stock options, RSUs, and ESPPs. Understand tax implications and strategic considerations.
- [What are restricted stock units (RSUs)?](https://kfapwg.com/2024/08/what-are-restricted-stock-units-rsus/) - Understand your RSUs: learn about the tax implications, vesting schedules, and strategies to optimize equity compensation benefits.
- [5 Strategies for Saving Taxes in Retirement](https://kfapwg.com/2024/02/saving-taxes-in-retirement/) - Want to know the secrets to a tax-efficient retirement? These 5 strategic tips can help increase savings for a stable financial future.
- [Who We Serve And How We Can Help](https://kfapwg.com/2021/02/who-we-serve-and-how-we-can-help/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how
- [3 Clients We’ve Helped: Could We Help You Next?](https://kfapwg.com/2021/06/3-clients-weve-helped-could-we-help-you-next/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] At KFA Private Wealth Group, our greatest motivator is to help our clients succeed by deciphering the complex financial challenges that are holding them back. Below, I describe 3 different success stories from
- [We Are Here for Your Friends and Family This Holiday Season](https://kfapwg.com/2021/12/we-are-here-for-your-friends-and-family-this-holiday-season/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Tricia Lepofsky The holidays can be an extra financial burden in a regular year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues,
- [Meet Our New Team Members](https://kfapwg.com/2022/01/meet-our-new-team-members/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By John Fennig, CFP®, CPA KFA Private Wealth Group is growing! We are pleased to announce the newest additions to our team! As an independent financial services firm, we always strive to offer
- [What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay](https://kfapwg.com/2022/07/whats-going-on-with-inflation-3-reasons-why-its-here-to-stay/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By Jason Epps, CFP®, CRPC® Although we had hopes that inflation would begin to ebb, the Federal Reserve yet again raised interest rates on June 15th by 0.75% (after U.S. inflation rates soared
- [Meet Our New Team Members](https://kfapwg.com/2022/11/meet-our-new-team-members-2/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By John Fennig, CFP®, CPA At KFA Private Wealth Group, we take great pride in going the extra mile for our clients. Those efforts have been paying off, and we’re excited to announce

## Pages

- [Home](https://kfapwg.com/) - Maximize your wealth with KFA Private Wealth Group in Tysons, VA. Financial and tax planning for high earners, equity compensation, and the self-employed.
- [Amazon Beyond Max Web Recording 8/6](https://kfapwg.com/amazon-beyond-max-recording/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/9iK7t0iaWS0″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”rgba(2,97,112,0.38)” text_font_size=”10px” text_line_height=”1.3em” global_colors_info=”{}”] KFA Private Wealth Group (“KFA”) is not affiliated with Amazon. While KFA communicates with its clients
- [Microsoft Beyond Max Web Recording 8/5](https://kfapwg.com/microsoft-beyond-max-recording/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/gdo3HaGmDak” _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” global_colors_info=”{}”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”rgba(2,97,112,0.38)” text_font_size=”10px” text_line_height=”1.3em” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] KFA Private Wealth Group (“KFA”) is not affiliated with Microsoft. While KFA communicates with its clients
- [Book Consultation](https://kfapwg.com/book-consultation/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_margin=”200px||||false|false” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”] Book a Free Call [/et_pb_text][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”] Have questions about how to make smart financial decisions? Find a time that works for you on the calendar below for a no obligation consultation. Topics we can discuss,
- [Microsoft Trump Account Web Recording 4/29](https://kfapwg.com/microsoft-trump-account-web-recording-4-29/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/CFuFM7J6bW8″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” global_colors_info=”{}”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.25.0″ _module_preset=”default”][et_pb_column _builder_version=”4.25.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”rgba(2,97,112,0.38)” text_font_size=”10px” text_line_height=”1.4em” hover_enabled=”0″ sticky_enabled=”0″] KFA Private Wealth Group (“KFA”) is not affiliated with Microsoft. While KFA communicates with its clients regarding their Microsoft
- [Amazon Trump Account Web Recording 4/30](https://kfapwg.com/amazon-trump-account-web-recording-4-30/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/oYSEaipdmZQ” _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” global_colors_info=”{}”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.25.0″ _module_preset=”default”][et_pb_column _builder_version=”4.25.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_font_size=”10px” text_line_height=”1.3em” hover_enabled=”0″ sticky_enabled=”0″ text_text_color=”rgba(2,97,112,0.38)”] KFA Private Wealth Group (“KFA”) is not affiliated with Amazon. While KFA communicates with its clients regarding their Amazon
- [Amazon 2026 Tax Planning Web Recording 1/28](https://kfapwg.com/amazon-2026-tax-planning-webinar/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/V52DXwm4xPs” _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_video][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.25.0″ _module_preset=”default” background_color=”gcid-ce75c550-035b-4677-b3db-0f16d1e4a772″ z_index=”1″ locked=”off” global_colors_info=”{%22gcid-ce75c550-035b-4677-b3db-0f16d1e4a772%22:%91%22background_color%22%93}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”sans” _builder_version=”4.25.0″ _module_preset=”default” header_text_align=”center” header_2_font=”Sohne-Medium||||||||” header_2_text_color=”gcid-39ef3505-3207-4e7d-b33d-6d2572345671″ header_3_text_align=”left” header_3_text_color=”#321305″ global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22header_2_text_color%22%93}”]Download the free Guide.[/et_pb_text][et_pb_text _builder_version=”4.25.0″
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- [Microsoft 2026 Tax Planning Web Recording 1/29](https://kfapwg.com/microsoft-2026-tax-planning-webinar/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/6P3muVIdrqM” _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_video][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.25.0″ _module_preset=”default” background_color=”gcid-ce75c550-035b-4677-b3db-0f16d1e4a772″ z_index=”1″ locked=”off” global_colors_info=”{%22gcid-ce75c550-035b-4677-b3db-0f16d1e4a772%22:%91%22background_color%22%93}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”sans” _builder_version=”4.25.0″ _module_preset=”default” header_text_align=”center” header_2_font=”Sohne-Medium||||||||” header_2_text_color=”gcid-39ef3505-3207-4e7d-b33d-6d2572345671″ header_3_text_align=”left” header_3_text_color=”#321305″ global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22header_2_text_color%22%93}”]Download the free Guide.[/et_pb_text][et_pb_text _builder_version=”4.25.0″
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- [On Demand Amazon Mega Backdoor Roth Webinar Registration Confirmation](https://kfapwg.com/ondemand-webinar-amazon-mbdr-confirmation/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Thanks for Registering!” _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” global_colors_info=”{}”][/et_pb_heading][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”] You can watch the on demand webinar below right now or check your email for a link to watch any time you’d like. If you’d like
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- [Amazon RSU Webinar Recording 6/26](https://kfapwg.com/amazon-rsu-webinar-recording-6-26/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/450KPdQ1wvs” _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” global_colors_info=”{}”][/et_pb_video][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.25.0″ _module_preset=”default” background_color=”gcid-ce75c550-035b-4677-b3db-0f16d1e4a772″ z_index=”1″ locked=”off” global_colors_info=”{%22gcid-ce75c550-035b-4677-b3db-0f16d1e4a772%22:%91%22background_color%22%93}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”sans” _builder_version=”4.25.0″ _module_preset=”default” header_text_align=”center” header_2_font=”Sohne-Medium||||||||” header_2_text_color=”gcid-39ef3505-3207-4e7d-b33d-6d2572345671″ header_3_text_align=”left” header_3_text_color=”#321305″ global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22header_2_text_color%22%93}”] Download the free Guide. [/et_pb_text][et_pb_text _builder_version=”4.25.0″
- [Webinars](https://kfapwg.com/webinar/) - [et_pb_section fb_built=”1″ fullwidth=”on” custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” admin_label=”Section” module_id=”stickymenu” _builder_version=”4.16″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” disabled=”on” locked=”off” global_colors_info=”{}”][et_pb_fullwidth_menu menu_id=”3″ submenu_direction=”downwards” fullwidth_menu=”off” admin_label=”Fullwidth Menu” _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_fullwidth_menu][et_pb_fullwidth_code admin_label=”HR Dashed” _builder_version=”4.16″ global_colors_info=”{}”] [/et_pb_fullwidth_code][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”200px||||false|false” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_2_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” locked=”off” global_colors_info=”{%22gcid-24ef08ce-07fe-468e-b047-2c031f73198d%22:%91%22text_text_color%22,%22header_2_text_color%22,%22header_text_color%22%93}”] Financial webinars for high-income earners.
- [On Demand Amazon RSU Webinar Registration Confirmation](https://kfapwg.com/ondemand-webinar-amazon-confirmation/) - All great journeys begin with a single step.
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- [Amazon RSU Webinar Recording 5/15](https://kfapwg.com/amazon-rsu-webinar-recording-2025-5-15/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Section” _builder_version=”4.25.0″ background_enable_color=”off” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/-AMjyqH6q4c” _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”100px||||false|false” global_colors_info=”{}”][/et_pb_video][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.25.0″ _module_preset=”default” background_color=”gcid-ce75c550-035b-4677-b3db-0f16d1e4a772″ z_index=”1″ locked=”off” global_colors_info=”{%22gcid-ce75c550-035b-4677-b3db-0f16d1e4a772%22:%91%22background_color%22%93}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”sans” _builder_version=”4.25.0″ _module_preset=”default” header_text_align=”center” header_2_font=”Sohne-Medium||||||||” header_2_text_color=”gcid-39ef3505-3207-4e7d-b33d-6d2572345671″ header_3_text_align=”left” header_3_text_color=”#321305″ global_colors_info=”{%22gcid-39ef3505-3207-4e7d-b33d-6d2572345671%22:%91%22header_2_text_color%22%93}”]Download the free Guide.[/et_pb_text][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”#faf3eb”
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- [Blog](https://kfapwg.com/blog/) - [et_pb_section fb_built=”1″ fullwidth=”on” custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” admin_label=”Section” module_id=”stickymenu” _builder_version=”4.16″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” disabled=”on” locked=”off” global_colors_info=”{}”][et_pb_fullwidth_menu menu_id=”3″ submenu_direction=”downwards” fullwidth_menu=”off” admin_label=”Fullwidth Menu” _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_fullwidth_menu][et_pb_fullwidth_code admin_label=”HR Dashed” _builder_version=”4.16″ global_colors_info=”{}”] [/et_pb_fullwidth_code][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”200px||||false|false” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_2_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” locked=”off” global_colors_info=”{%22gcid-24ef08ce-07fe-468e-b047-2c031f73198d%22:%91%22text_text_color%22,%22header_2_text_color%22,%22header_text_color%22%93}”] Finance insights for high income
- [Services: Tax Planning](https://kfapwg.com/services-tax-planning/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.25.0″ background_color=”gcid-1fe9b7dd-e193-42c1-bcc0-cf4b184fccfc” background_enable_image=”off” background_size=”initial” background_position=”top_right” custom_padding=”0px||0px||false|false” global_colors_info=”{%22gcid-1fe9b7dd-e193-42c1-bcc0-cf4b184fccfc%22:%91%22background_color%22%93}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” admin_label=”Row” _builder_version=”4.25.0″ _module_preset=”default” width=”100%” max_width=”2560px” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”250px||100px|200px|false|false” custom_padding_tablet=”250px||100px|200px|false|false” custom_padding_phone=”|20px||30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_text_color=”gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749″ header_2_text_color=”gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749″ global_colors_info=”{%22gcid-24ef08ce-07fe-468e-b047-2c031f73198d%22:%91%22text_text_color%22%93,%22gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749%22:%91%22header_2_text_color%22,%22header_text_color%22%93}”] Tax strategies & filing for high income earners. [/et_pb_text][et_pb_text module_class=”txt-callout” _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749″ text_font_size=”25px” text_line_height=”1.4em” custom_padding=”|||100px|false|false” custom_padding_tablet=”|||100px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{%22gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749%22:%91%22text_text_color%22%93}”] Effortless tax
- [Contact Us](https://kfapwg.com/contact-us/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.25.0″ background_enable_color=”off” background_enable_image=”off” background_size=”initial” background_position=”top_right” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{%22gcid-c7517974-9a04-4cb8-ba7c-9e3e0870fbeb%22:%91%22background_color%22%93}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” admin_label=”Row” _builder_version=”4.25.0″ _module_preset=”default” width=”100%” max_width=”2560px” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”250px||100px|200px|false|false” custom_padding_tablet=”250px||100px|200px|false|false” custom_padding_phone=”|20px||30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_2_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” global_colors_info=”{%22gcid-24ef08ce-07fe-468e-b047-2c031f73198d%22:%91%22text_text_color%22,%22header_2_text_color%22,%22header_text_color%22%93}”] How can we help? [/et_pb_text][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” text_font_size=”25px” text_line_height=”1.2em” custom_padding=”||||false|false” custom_padding_tablet=”|||100px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{%22gcid-24ef08ce-07fe-468e-b047-2c031f73198d%22:%91%22text_text_color%22%93}”] If you’d like to learn more
- [Services: Financial Planning](https://kfapwg.com/services-financial-planning/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.25.0″ background_color=”gcid-1fe9b7dd-e193-42c1-bcc0-cf4b184fccfc” background_enable_image=”off” background_size=”initial” background_position=”top_right” custom_padding=”0px||0px||false|false” global_colors_info=”{%22gcid-1fe9b7dd-e193-42c1-bcc0-cf4b184fccfc%22:%91%22background_color%22%93}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” admin_label=”Row” _builder_version=”4.25.0″ _module_preset=”default” width=”100%” max_width=”2560px” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”250px||100px|200px|false|false” custom_padding_tablet=”250px||100px|200px|false|false” custom_padding_phone=”|20px||30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_text_color=”gcid-24ef08ce-07fe-468e-b047-2c031f73198d” header_text_color=”gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749″ header_2_text_color=”gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749″ global_colors_info=”{%22gcid-24ef08ce-07fe-468e-b047-2c031f73198d%22:%91%22text_text_color%22%93,%22gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749%22:%91%22header_2_text_color%22,%22header_text_color%22%93}”] Financial planning for high income earners. [/et_pb_text][et_pb_text module_class=”txt-callout” _builder_version=”4.25.0″ _module_preset=”default” text_font=”||||||||” text_text_color=”gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749″ text_font_size=”25px” text_line_height=”1.4em” custom_padding=”|||100px|false|false” custom_padding_tablet=”|||100px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|desktop” locked=”off” global_colors_info=”{%22gcid-88d2802c-ab87-438d-8a41-f9c3dbfdc749%22:%91%22text_text_color%22%93}”] Customized financial
- [Client Relationship Summary](https://kfapwg.com/crs/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.25.0″ hover_enabled=”0″ global_colors_info=”{}” custom_padding=”200px||||false|false” sticky_enabled=”0″][et_pb_row column_structure=”3_4,1_4″ admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_code admin_label=”Tag” module_class=”orangeBlock” _builder_version=”4.16″ global_colors_info=”{}”]KFA Private Wealth Group, LLC[/et_pb_code][et_pb_text admin_label=”Charting the course…” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”] Form CRS – Client Relationship Summary [/et_pb_text][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_3,1_3″ admin_label=”Row” _builder_version=”4.16″ background_size=”initial”
- [Request Copy of KFA's ADV 2b](https://kfapwg.com/request-copy-kfa-adv-2b/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.25.0″ custom_padding=”200px||||false|false” global_colors_info=”{}”][et_pb_row admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Request Access to ADV 2B” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”] Request Copy of KFA’s ADV 2b [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”3_4,1_4″ admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Intro text…” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”
- [Services OLD](https://kfapwg.com/services-old/) - [et_pb_section fb_built=”1″ fullwidth=”on” custom_padding_last_edited=”on|desktop” admin_label=”Section” module_id=”stickymenu” _builder_version=”3.22.3″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_fullwidth_menu menu_id=”3″ submenu_direction=”downwards” fullwidth_menu=”off” admin_label=”Fullwidth Menu” _builder_version=”3.0.47″][/et_pb_fullwidth_menu][et_pb_fullwidth_code admin_label=”HR Dashed”][/et_pb_fullwidth_code][et_pb_fullwidth_code admin_label=”Logo”][/et_pb_fullwidth_code][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22.3″][et_pb_row admin_label=”Row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” column_structure=”3_4,1_4″][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_code admin_label=”Tag: About Us” module_class=”orangeBlock” _builder_version=”3.24.1″]Services[/et_pb_code][et_pb_text admin_label=”Charting the course…” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]What is Wealth Management? [/et_pb_text][/et_pb_column][et_pb_column
- [Our Approach](https://kfapwg.com/our-approach/) - [et_pb_section fb_built=”1″ fullwidth=”on” custom_padding_last_edited=”on|desktop” admin_label=”Section” module_id=”stickymenu” _builder_version=”3.22.3″ custom_padding_tablet=”50px|0|50px|0″ transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_fullwidth_menu menu_id=”3″ submenu_direction=”downwards” fullwidth_menu=”off” admin_label=”Fullwidth Menu” module_class=”flushTop” _builder_version=”3.0.47″][/et_pb_fullwidth_menu][et_pb_fullwidth_code admin_label=”HR Dashed”][/et_pb_fullwidth_code][et_pb_fullwidth_code admin_label=”Logo”][/et_pb_fullwidth_code][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22.3″][et_pb_row admin_label=”row” _builder_version=”3.22.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″][et_pb_slider show_cta_on_mobile=”off” admin_label=”Slider” module_class=”approachSlider” _builder_version=”3.24.1″ background_size=”default” background_position=”default” custom_padding=”|||” custom_padding_tablet=”|||” custom_padding_phone=”|||” button_letter_spacing_hover=”0″ remove_inner_shadow=”on” hide_content_on_mobile=”off” hide_cta_on_mobile=”on” show_inner_shadow=”off” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off”
- [Join Our Newsletter](https://kfapwg.com/join-our-newsletter/) - [et_pb_section fb_built=”1″ fullwidth=”on” custom_padding_last_edited=”on|desktop” admin_label=”Section” module_id=”stickymenu” _builder_version=”3.22.3″ custom_padding_tablet=”50px|0|50px|0″ transparent_background=”off” padding_mobile=”off”][et_pb_fullwidth_menu menu_id=”3″ submenu_direction=”downwards” fullwidth_menu=”off” admin_label=”Fullwidth Menu” _builder_version=”3.0.47″] [/et_pb_fullwidth_menu][et_pb_fullwidth_code admin_label=”HR Dashed”][/et_pb_fullwidth_code][et_pb_fullwidth_code admin_label=”Logo”][/et_pb_fullwidth_code][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22.3″][et_pb_row admin_label=”Row” _builder_version=”3.22.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″][et_pb_text admin_label=”Get in Touch” _builder_version=”3.24.1″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]Join Our Newsletter[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row” _builder_version=”3.22.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”2_5″ _builder_version=”3.0.47″][et_pb_image src=”http://kfapwg.com/wp-content/uploads/2021/01/pexels-burst-374074-1.jpg” _builder_version=”3.24.1″][/et_pb_image][/et_pb_column][et_pb_column type=”3_5″ _builder_version=”3.0.47″][et_pb_code _builder_version=”3.24.1″] Get
- [Slider Test Page](https://kfapwg.com/slider-test-page/) - [et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_slider admin_label=”Slider” show_arrows=”on” show_pagination=”on” auto=”on” auto_ignore_hover=”off” parallax=”off” parallax_method=”off” remove_inner_shadow=”off” background_position=”default” background_size=”default” hide_content_on_mobile=”off” hide_cta_on_mobile=”off” show_image_video_mobile=”off” custom_button=”off” button_letter_spacing=”0″ button_use_icon=”default” button_icon_placement=”right” button_on_hover=”on” button_letter_spacing_hover=”0″][et_pb_slide heading=”This is a test.” button_text=”Button” button_link=”http://www.kfapwg.com” background_image=”http://kfapwg.com/wp-content/uploads/2015/10/img-step-01.png” background_position=”default” background_size=”default” background_color=”#ffffff” alignment=”center” background_layout=”dark” allow_player_pause=”off” header_font_select=”default” body_font_select=”default” custom_button=”off” button_font_select=”default” button_use_icon=”default” button_icon_placement=”right” button_on_hover=”on”][/et_pb_slide][et_pb_slide heading=”This is a test 2.” button_text=”Button” button_link=”http://www.kfapwg.com” background_image=”http://kfapwg.com/wp-content/uploads/2015/10/img-step-01.png” background_position=”default” background_size=”default” background_color=”#ffffff” alignment=”center”

## Projects

- [The Complete 2026 Microsoft Tax Playbook](https://kfapwg.com/project/the-complete-2026-microsoft-tax-playbook/) - Free On-Demand Webinar for Microsoft employees. Learn how to master RSU taxes, navigate new OBBBA rules, and eliminate April scrambling with proven year-round systems.
- [The Complete 2026 Amazon Tax Playbook](https://kfapwg.com/project/the-complete-2026-amazon-tax-playbook/) - Free On-Demand Webinar for Amazon employees. Learn how to master RSU taxes, navigate new OBBBA rules, and eliminate April scrambling with proven year-round systems.
- [The Microsoft 401k Hack](https://kfapwg.com/project/the-microsoft-401k-hack-on-demand/) - On-Demand Webinar for Microsoft employees. Save $70k a Year for Tax-Free Growth with the Mega Backdoor Roth Strategy.
- [The Amazon 401k Hack](https://kfapwg.com/project/the-amazon-401k-hack-on-demand/) - Free On-Demand Webinar Save Up to$70k a Year for Tax-Free Growth with the Mega Backdoor Roth Strategy.
- [Amazon RSUs: Avoid Tax Surprises, Maximize Value](https://kfapwg.com/project/webinar-amazon-rsu-ondemand/) - Free On-Demand Webinar Are you making the most of your Amazon RSUs? Discover why so many professionals unknowingly leave thousands of dollars on the table with mismanaged RSUs and surprise tax bills that could have been avoided.

## Team Members

- [Lisa Schaefer](https://kfapwg.com/team_member/lisa-schaefer/)
- [Michael Rettinger](https://kfapwg.com/team_member/michael-rettinger/)
- [Arabella Zhang](https://kfapwg.com/team_member/arabella-zhang/)
- [Tricia Lepofsky](https://kfapwg.com/team_member/tricia-lepofsky/)
- [Jason Epps](https://kfapwg.com/team_member/jason-epps/)
- [Betsy Winslow Trimber](https://kfapwg.com/team_member/betsy-trimber/)
- [Nick Sullivan](https://kfapwg.com/team_member/nick-sullivan/)
- [Michael Misheck](https://kfapwg.com/team_member/michael-misheck/)
- [Matthew Trail](https://kfapwg.com/team_member/matthew-trail/)
- [James P. Patterson](https://kfapwg.com/team_member/james-p-patterson/)
- [Charles Gibbons](https://kfapwg.com/team_member/charles-gibbons/)
- [Kevin Deans](https://kfapwg.com/team_member/kevin-deans/)
- [Sean Obetz](https://kfapwg.com/team_member/sean-obetz/)
- [Jessica Yusufova](https://kfapwg.com/team_member/jessica-yusufova/)
- [John Fennig](https://kfapwg.com/team_member/john-fennig/)
- [Shannon Young](https://kfapwg.com/team_member/shannon-young/)
- [Prema Nair](https://kfapwg.com/team_member/prema-nair/)
- [Ty Mills](https://kfapwg.com/team_member/ty-mills/)
- [Jeanmarie Spradlin](https://kfapwg.com/team_member/jeanmarie-spradlin/)
- [Alya Lepp](https://kfapwg.com/team_member/alya-lepp/)
- [Barbara Gauthier](https://kfapwg.com/team_member/barbara-gauthier/)
- [Danny Weinstein](https://kfapwg.com/team_member/danny-weinstein/)
- [Theron Weimer](https://kfapwg.com/team_member/theron-weimer/)
- [Annette Bobby](https://kfapwg.com/team_member/annette-bobby/)
- [Alan Parces](https://kfapwg.com/team_member/alan-parces/)

## Categories

- [Uncategorized](https://kfapwg.com/category/uncategorized/)
- [Blog](https://kfapwg.com/category/blog/)
- [Eguide Equity Comp](https://kfapwg.com/category/eguide-equity-comp/)
- [Equity Compensation](https://kfapwg.com/category/equity-compensation/)
- [High Income Earners](https://kfapwg.com/category/high-income-earners/)
- [Self-employed](https://kfapwg.com/category/self-employed/)
- [Small Business](https://kfapwg.com/category/small-business/)
- [Tax Strategies](https://kfapwg.com/category/tax-strategies/)
- [Retirement Planning](https://kfapwg.com/category/retirement-planning/)
- [Investment Management](https://kfapwg.com/category/investment-management/)

## Tags

- [Equity compensation](https://kfapwg.com/tag/equity-compensation/)
- [Stock based compensation](https://kfapwg.com/tag/stock-based-compensation/)
- [What is equity compensation](https://kfapwg.com/tag/what-is-equity-compensation/)
- [What does it mean to have equity in a company](https://kfapwg.com/tag/what-does-it-mean-to-have-equity-in-a-company/)
- [Year-End Tax Planning](https://kfapwg.com/tag/year-end-tax-planning/)
- [Tax Planning](https://kfapwg.com/tag/tax-planning/)
- [High-Income Earners](https://kfapwg.com/tag/high-income-earners/)
- [Wealth Management](https://kfapwg.com/tag/wealth-management/)
- [Year-End Tax Planning Strategies](https://kfapwg.com/tag/year-end-tax-planning-strategies/)
- [Maximize Savings](https://kfapwg.com/tag/maximize-savings/)
- [Amazon](https://kfapwg.com/tag/amazon/)
- [RSU](https://kfapwg.com/tag/rsu/)
- [Estate Planning](https://kfapwg.com/tag/estate-planning/)

## Team Categories

- [Team Member Active](https://kfapwg.com/team-category/team_member_active/)