Taxes
A Primer on Company Stock Options
Over the years we have witnessed more than a few clients build a substantial amount of wealth via their employer stock options. Admittedly, we have also seen [...]
Read more A Primer on Company Stock Options
7 Action Items for a Successful Job Change
Can life get anymore busy and hectic, particularly as the world deals with the ongoing COVID-19 pandemic and its massive disruption to even the simplest of daily [...]
Read more 7 Action Items for a Successful Job Change
The New Child Tax Credit Explained
In today’s world, investors and saviers don’t have luxury of missing out on any opportunity they have to minimize taxes and enjoy the benefits of our [...]
Read more The New Child Tax Credit Explained
IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Among the strengths of an Individual Retirement Account (IRA) are the incentives to save for retirement–but also the disincentives (penalties) that [...]
Read more IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
8 Reasons To Put Your House In A Trust
Responsible homeownership has many layers. In addition to the freedom of paint colors and installed shelving, there is also a new stack of legal and maintenance [...]
Read more 8 Reasons To Put Your House In A Trust
Another Round of Retirement Savings Reforms this Year?
A new round of retirement reform is moving through the House and Senate and, so far, President Biden could very well enact these sweeping changes this year. The [...]
Read more Another Round of Retirement Savings Reforms this Year?
I.R.S Gives Every Taxpayer a Break in 2021
I.R.S Delays Tax Filing & Payment Deadlines The new deadline is May 17, 2021. Less than one month ahead of the traditional date, the I.R.S. has delayed the [...]
Read more I.R.S Gives Every Taxpayer a Break in 2021
Everything You Ever Wanted to Know About Form 1099
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a [...]
Read more Everything You Ever Wanted to Know About Form 1099
Should I Exercise My Vested Stock Options This Year?
Exercising your stock options is a choice that every professional must eventually make. You signed an employment contract that includes stock options. Over time, [...]
Read more Should I Exercise My Vested Stock Options This Year?
A Primer on the Tax Relief Act of 2018: What You Need to Know
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to [...]
Read more A Primer on the Tax Relief Act of 2018: What You Need to Know
Recent posts
-
2025 Year Ahead Outlook: Built to Last
February 7, 2025 -
How to Access Your IRA Without Penalty Before Age 59 ½
February 7, 2025 -
Trump Tariffs Explained
January 29, 2025 -
Alternatives: Managed Futures for Dummies
January 15, 2025 -
Social Security Changes for 2025
January 8, 2025 -
2024 Year-End Review: The Path is Always Foggy
December 22, 2024
