Sophisticated financial advice for sophisticated individuals
Kiplinger: Laid Off With a Severance Package? Here’s How to Make a Plan
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.
Stock Options: A Guide to Understanding the Complexities of Equity Compensation
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.
How to divvy up a bonus - 3 minute podcast
An annual bonus is extremely important in helping fund financial goals. Here I share 6 ideas on how to divvy up a bonus.
Got company stock? Consider Direct Indexing
Executives can use direct indexing to diversify away from low basis company stock while minimizing the tax impact.
Your Guide to Year-End Charitable Giving
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.
