Sophisticated financial advice for sophisticated individuals
Gathering all the relevant information and staying organized is key, as is getting your financial team involved. Here are five financial planning tips to help.
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.
An annual bonus is extremely important in helping fund financial goals. Here I share 6 ideas on how to divvy up a bonus.
Executives can use direct indexing to diversify away from low basis company stock while minimizing the tax impact.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.