tax planning

If you’ve been awarded incentive stock options (ISOs), there’s a lot that you need to know to take advantage of their full potential. ISOs give you the right to purchase shares of stock at a predetermined price according to a vesting schedule. They’re exclusively given to employees like you by employers, often as a part of a compensation package or performance incentive program. The benefits can be significant, but to best leverage ISOs to enhance your financial plan, you’ll need to understand the subtleties. Here are the top six advantages of this stock opportunity.

If your employer has granted you equity compensation in the form of restricted stock units (RSUs), it’s important to understand the potential benefits and what they mean for you. RSUs offer a future promise of uncertain value but, when vested, that value becomes more concrete. It is essential to understand the nuances of RSUs and how they can benefit you so that you can develop a savvy strategy for managing restricted stock in your financial plan. Below, we’ll discuss five benefits of RSUs.

Below we will discuss the current tax proposals that are being debated in Washington. Wade Financial Advisory will be evaluating the final enacted legislation to advise on its impact on our clients.

September saw the release of the Democrats’ full tax proposal, which details their plan to pay for expanding access to paid family leave, education, and healthcare, as well as efforts to combat climate change. The proposal is expected to provide more than $2 trillion in new revenue over the next ten years, mostly from high-income households and companies, and negotiations are currently underway.