For Restricted Stock Owners, Now is the Time to Revisit the 83b Election
If you own restricted stock, now may be a good time to revisit the 83b election.
Sophisticated financial advice for sophisticated individuals
5 Tax-Smart Strategies for 2021
With political power shifting on Capitol Hill, important tax changes are looming. This may result in higher tax rates. Here are five tax-smart planning ideas to help stay prepared for the road ahead.
How High Earners Can Use a "Mega Backdoor Roth"
This little-known strategy allows high earners to use after-tax contributions to a 401(k) to fund a Roth IRA. It’s called a mega backdoor Roth because the dollar amounts involved are typically large. Here's how it works.
Too Much of a Good Thing? A concentrated stock position may be more risky than you think, here's what to do.
Concentrated stock ownership strategies - Employees with employer stock or investors with 10% or more in one stock incur significantly more risk. Here's how to manage the risk in a smart and tax-efficient way.
Endowments need to be more fee conscience
Lower endowment fees makes dollars and sense for your organization.
Estate and Financial Planning Ideas in a Low Interest Rate Environment
Making lemonade out of lemon: Stock market volatility and low interest rates create estate planning opportunities.
