Considerations for Passing an Inheritance to Your Children
For many people, building wealth means the opportunity to leave an inheritance to their heirs. If you’d like to leave something behind for your children
Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted Stock
Employee stock options are a common form of equity compensation that companies use to attract and retain the best talent. Stock options give you the
Tax Planning Strategies for High Net-Worth Individuals
Having a higher net worth affords you many benefits, but it also means tax planning is a bit more of a chore. Without a thoughtful
Health Savings Accounts Provide a Simple Tax Break for High-Income Earners
Health Savings Accounts (HSAs) are often overlooked or misunderstood, but they provide a noteworthy tax savings strategy for high-income earners when utilized correctly. Specifically, they
Strategies for Optimizing Employee Stock Options
In recent years, stock options have begun to regain their popularity in executive compensation packages, after falling out of favor during the dot-com bust. Their
Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren
A college education does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making
Beware of Economic Impact Payment (Stimulus Checks) Scams
The IRS is issuing economic impact payments (EIP) to millions of eligible taxpayers (up to $1,200 for individuals and $2,400 for joint filers). A taxpayer is
CARES Act – Retirement Plan Changes for 2020
Required Minimum Distribution Rules Are Suspended for 2020 In normal times, after reaching the magic age, you must start taking annual required minimum distributions (RMDs)
Paycheck Protection Program Loans
On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The CARES Act contains many provisions for businesses
Maximizing the Tax Benefits of Charitable Giving
Recent changes in income tax laws have made it even more important for you to be strategic with your charitable giving during the year so
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