A Plan for Managing Stock Sales: 10b5-1s and SEC Rules
A Rule 10b5-1 plan is a robust tool for public company executives. Nevertheless, dealing with the complexities of insider trading regulations may require assistance from professionals with expertise i...
23 Apr 202211min
Getting to a Closing in a Red-Hot Real Estate Market
The durability of the now two-year-old housing boom has upended just about everything about the process for buyers and sellers.Despite consistently dwindling inventory and rapidly accelerating mortgag...
16 Apr 20226min
The Tax Impact of Equity Compensation: The 83(b) Election
Employees or company founders that receive equity compensation often must cope with complex tax rules. Utilizing the 83(b) election is a valuable method of reducing tax liabilities, though there are s...
3 Apr 20227min
Stock Options: An Owner’s Manual
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth. Please...
22 Mar 20227min
Understanding the Fee-Only, Fiduciary Advisor Model
The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used ...
22 Mar 20225min
The Mid-Point of Your Career: Creating Options in Life
Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in you...
22 Mar 20227min
Estate Planning for Small Business Owners
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund...
22 Mar 20225min
Small Business Retirement Plans
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match ...
22 Mar 20228min
