3 Tax Schemes to AVOID!

A tax pitch making the rounds promises $5 of deductions for every $1 you put in. The IRS named schemes like it on its 2026 Dirty Dozen list of tax scams. A good year with your equity compensation can bring a big tax bill, and a big tax bill brings all kinds of tax schemes. Here are 3 to avoid, how each one works, and where it breaks. CHAPTERS 0:00 Intro 0:54 1. The "leveraged" charitable donation 3:37 2. Social media tax hacks 4:34 3. The short-term rental strategy 6:04 The pattern across all three MORE FROM VALENCE RSU Tax Gap Calculator - estimate the gap between 22% withholding and your bracket https://valencewm.com/rsu-tax-gap-cal... 7 Ways to Manage RSU Taxes https://valencewm.com/insights/rsu-ta... Arizona's dollar-for-dollar tax credits https://valencewm.com/insights/arizon... WATCH NEXT RSU Taxes Explained + The 22% Withholding Trap    • RSU Taxes Explained   TALK TO US If a pitch like this landed in your inbox this year, run it past your CPA before you sign anything. For a second set of eyes, tell us a little about your situation, and if we can work with you in your state, we'll set up a time to talk. https://valencewm.com/contact/?utm_so... Valence Wealth, LLC is a flat-fee, Arizona-registered investment advisor in Scottsdale, working with tech executives and employees paid in company stock. DISCLOSURES: The information provided is for educational and informational purposes only and does not constitute investment, tax, or legal advice and should not be relied on as such. It is not a solicitation to buy or an offer to sell any security. It does not take into account any individual's particular investment objectives, financial situation, or needs. Dollar examples in this video are hypothetical. Tax rules reflect federal law as of 2026 and can change. State taxes and your individual circumstances can meaningfully change the outcome. You should consult your own financial advisor, tax advisor, or attorney before acting on any information herein. All investing involves risk, including the possible loss of principal. Figures and tax limits referenced are for the applicable tax year and are subject to change. Valence Wealth, LLC is a registered investment advisor in the State of Arizona. Registration does not imply any specific level of skill or training. Full disclosures: https://valencewm.com/disclosures/ #taxplanning #taxes #RSU