by KBFA Team | Feb 28, 2023 | Tax Planning
Key Takeaways Your tax credit is an asset Use the credit to reduce your tax, don’t use tax to reduce the credit File form 8801 every year until you’ve used all credits To effectively manage your credit is to effectively manage all related financial decisions Invest in...
by KBFA Team | Jan 31, 2023 | Financial Planning, Stock Options
Your days at the company are numbered. Maybe you’ve gotten a job elsewhere, been laid off, or are taking that long-awaited sabbatical. Unfortunately, you’ve just realized that moving on to the next thing wasn’t as easy as sending goodbye messages to your work buddies...