Tax Management Archives - Page 2 of 2

Pre IPO Stock Options and RSUs: A Comprehensive Guide

As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a...

29 Jun 2021 Financial Planning Investing Tax Management

A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk

If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may...

15 Mar 2021 Financial Planning Investing Tax Management

Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more...

17 Jun 2020 Equity Compensation Financial Planning Tax Management

Should I Sell My RSUs When They Vest? Not In These 2 Situations.

How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest? Almost always with...

13 Apr 2020 Financial Planning Tax Management

A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families

The stimulus package for COVID-19 was signed into law by President Trump on Friday, March 27th, 2020. The act is extremely broad and impacts everyone...

9 Mar 2020 Equity Compensation Financial Planning Tax Management

RSU Tax Rate Is Exactly The Same As Your Paycheck

One of the biggest benefits of working for a tech company is receiving equity. As a CFP, it is one of my favorite and most...

1 May 2019 Investing Postmodern Finance Real Estate Investing Tax Management White Paper

Which is the Better Investment: Stocks or Real Estate?

When we as financial advisors talk with investors about the virtues of diversification, asset allocation, and long-term investing, a question that often comes up is,...