by Landon Loveall | Feb 27, 2020 | Building Wealth, Financial Planning, San Francisco, Tax Planning
Preparing for taxes can be a doozy of a task… and not just for accountants. Yes, while some filings are easier than others for us, you’ve still got a lot to sort out on your own before you ever come in to see someone like me. I know, I know. Unfair. Especially since...
by Jackie Kleinman | Aug 1, 2019 | Financial Planning, San Francisco, Tech Industry
This is the third in a four-part series about your paycheck – what the various deductions mean and why you need to pay attention to them so you can effectively manage your cash flow to support the lifestyle you desire. In my last couple of blogs, I’ve talked about...
by Landon Loveall | Jul 11, 2019 | Building Wealth, Employee Stock Options, IPO, San Francisco, Stock Options
When people are granted stock options, it’s the same BIG question, every time: Buy? Or sell? And when it comes to RSU (or restricted stock units), we almost always tell our clients to sell, and to sell them ASAP. Like, don’t even hesitate, wait, or take time to “think...
by Jackie Kleinman | Mar 14, 2019 | Building Wealth, Buying A House, San Francisco
Most of us have financial goals. First house. A new car. College for the kids. Or a summer getaway to Hawaii. Often, we take longer than we’d like to achieve our goals because of pesky financial roadblocks that get in the way – unexpected medical expenses,...
by Jim Brightman | Aug 29, 2018 | Building Wealth, Financial Planning, San Francisco, Tax Planning
Here’s what you need to know about the tax breaks for business owners and self employed persons — specifically, what you need to know about the Section 199A deduction. Regulations issued August 8, 2018 – New regs were issued to provide guidelines...
by Landon Loveall | Jan 12, 2018 | Financial Planning, San Francisco, Stock Options, Tech Industry
Receiving stock options can provide you with a fantastic opportunity to build wealth. But as with any investment, nothing is guaranteed — and making the wrong stock option decisions could cost you. To help you avoid making a mistake, let’s discuss the...
