Tax planning is probably your least favorite activity but you’ll thank us for it. Here are some tax planning ideas for year end 2019 - get this out of the way before the holidays
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Most companies will have their open enrollment season for employee benefits starting in October. Before you click “submit” – stop! The decision may not be as simple as you think. Pay attention to these three things as you re-up your benefits this fall.
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In this blog you will learn what a DC plan is, how it is different from a 401k plan, and the questions to ask yourself if you are wondering if you should invest in your company’s deferred compensation plan.
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The Secure Act is on the House’s agenda and it brings with it a series of implications for investors of all types.
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Here is an excellent guide to employee stock options terminology whether you have just received your award or are already familiar with the terms.
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Here are some tips about how to reduce income tax for 2019.
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Here are some resources that may help you as you prepare your 2018 tax return.
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The last thing on your mind during tax season is getting your financial documentation in order– but maybe it should be. If you’re brave enough to take a crack at it, here are some guidelines to follow.
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If you’re an estate attorney, one of the best ways to expand and strengthen your business is through a good solid partnership with an investment advisor. Yet for so many attorneys, finding one worth investing their time in is a challenging pursuit.
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Marriage is a union in many ways. You may have the emotional aspects covered, but what about making the dollars and cents work? Financial tension is a big reason that many marriages fail. Read our seven financial tips for newly married couples to hear some tips for starting off on the right foot.
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A private trust deed is simply a loan made against a real estate investor’s property. In other words, it is a private mortgage. Trust deeds and mortgages have slight differences, but for this discussion it’s fine to think of them as very similar.
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Finding the right financial advisor to partner with from a practical standpoint has been, well, a source of much frustration for many CPAs we know. So we’re putting together a sketch of how accountants who want to expand their margins, offer a higher level of service to their clients, and grow their practices through partnering with a financial advisor should go about finding the right one.
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A recent article in Bloomberg revealed some shocking data about women being underpaid relative to men – in the progressive technology sector, of all places. As per a study by Carta, “women hold 47 cents for every dollar of equity men do” (Greenfield, 2018). These results should not be taken lightly; here’s why this imbalance may matter for female executives and what they can do to change it.
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Stock options are great for established companies who want to reduce their tax bill, startups who don’t have a revenue stream, and many others in between. But do they always make sense for the employee? Here are some scenarios when you should push back on a stock option offer, and the questions to ask to avoid locking yourself into an unfavorable one.
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As the holidays is when many people make charitable donations, it’s a good opportunity to brush up on your giving IQ. Are you making the right moves to maximize value for both you and the charity? How smart a charitable giver are you?
Take this 5 question quiz to find out!
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As open enrollment season and the calendar year comes to a close, late-stage tax planning often comes into focus. Just sticking with your current employment elections may be mistake – there are several end of year tax planning options to consider. Here are a few items on the list for you to check as the year winds down.
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Executives who are time-constrained yet serious about reaching their financial and investing goals commonly overlook one important factor: automation. Set up your plan so that it will be automatically executed without you having to remember what decisions were made. Automate, automate, automate! Here’s why…
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Planning a financial life for yourself is complicated enough with competing goals such as pursuing a career, raising a family, saving for college and saving for retirement. But what about when an aging parent needs help or when an adult child moves home?
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