by Chelsea Rustek | Sep 5, 2023 | Tax Planning
Prevent a bad tax surprise with this complex type of restricted stock unit. In the vast world of equity compensation, tech employees have a myriad of options (pun intended) to choose from. One of the most common forms of equity compensation is restricted stock units...
by Chelsea Rustek | Aug 22, 2023 | Financial Planning
Not all auto coverage limits are created equal. There’s a good chance your plan won’t fully cover your next accident. My in-laws recently had an auto accident, and while they were fortunate to walk away safe, they were deemed at fault. To make matters worse, they...
by Chelsea Rustek | Jul 25, 2023 | Tax Planning
A disqualifying disposition of incentive stock options over the span of two years can make for an unfavorable tax situation. Here’s what to know before you sell. Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used...
by Chelsea Rustek | Jul 11, 2023 | Paying for College
How can I help my loved ones with educational expenses? 529 Plans & Secure 2.0 Changes! We all want the best for our kids, family members, and those special to us. One of the best ways to start off our loved ones with a secure future is putting away funds for...
by Chelsea Rustek | Jun 27, 2023 | Tax Planning
You can save money by taking advantage of 2023 EV incentive programs. Here are the rules, restrictions, and how to qualify. From car behemoths vowing to focus on their electric offerings, to California legislation that bans the sale of new gasoline-powered vehicles in...
