Topics covered include: 

• Backdoor Roth/Mega Backdoor Roth and 8606 filing  
• Estimated tax payment strategy to avoid penalties and interest  
• Rental loss and depreciation recapture when selling rental properties  
• Equity compensation vesting, selling, reporting and tax optimization strategies  
• Investment income reporting and filing  
• Common mistakes for business owner, such as missing QBI, K1 filing, and expense claim 

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.   

Securities offered through LPL Financial, Member FINRA &SIPC. Advisory services offered through Taurus Financial LLC, a registered investment advisor and separate entity from LPL Financial.