As much as we might complain about sheltering-in-place for the past five...
SIP and Save or SIP and Spend?
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Financial Planning
Even During a Pandemic There are Some Things You Shouldn’t DIY
DIY has become sort of a rallying cry during this pandemic. From household...
Retirement Account Contributions? Don’t Stop Now!
The second most-asked question I get these days is: Should I continue to...
Can It Get Any More Confusing?
Are you feeling overwhelmed and confused by the flood of information and the...
How to Avoid AMT on ISO Exercise With Lower Share Prices
It’s no secret at this point: We’re in a bear market, and stock prices are...
Managing Your Investments – It’s a Balancing Act
The current health crisis and its impact on our jobs, our daily lives and our...
How to Prepare for a Cash Acquisition & its Tax Implications
So, your company’s going through a cash acquisition, huh? And now you’ve got...
Tax Refund or IOU, IRS? Tips for Managing Either
Tax season is upon us. Hopefully, you paid attention to my previous blog about...
Preparing for Taxes: A 2020 Checklist for Tech Employees
Preparing for taxes can be a doozy of a task… and not just for accountants....
What You Need to Know About the SECURE Act
Are you feeling insecure about the SECURE Act? Well, knowledge is power....
Selling Founders Shares? Here’s How to Avoid a Huge Tax Bill
Something interesting happened with 2019 IPOs. This year, more than ever...
Grow Your After-Tax Retirement Savings Via a Mega Backdoor Roth
Does your company have an in-plan Roth conversion program? Are you taking...