For many executives and employees, equity compensation begins as a relatively small piece of a compensation package and gradually becomes a meaningful part of their overall wealth. As the value of those awards grows, so do the decisions that surround it. When should you exercise an option? Should you hold the shares or diversify? Can
Posted ByWhen it comes to equity compensation, when you pay tax can sometimes matter almost as much as how much you pay. Sections 83(b) and 83(i) offer two very different approaches. In simplest terms, a Section 83(b) election says, “tax me now,” while a Section 83(i) election says, “tax me later.” They are not interchangeable, however,
Posted ByDuring the holiday season, it isn’t just the retailers who want your money. Scammers are looking to hack into your accounts to steal your cash or identity. Here are some common scams you should be aware of this holiday season.
Posted ByBeginning in 2026, taxpayers who take the standard deduction have a new opportunity to receive a tax benefit for charitable giving. H.R.1, also known as the One Big Beautiful Bill Act (OBBBA), permanently reinstated a charitable contribution deduction for taxpayers who do not itemize their deductions. Beginning in 2026, single filers may deduct up to
Posted ByMany successful individuals want to support charitable causes without sacrificing financial security. A Charitable Remainder Trust (CRT) can help bridge this gap as it provides lifetime income to a non-charitable beneficiary, an immediate tax deduction to the donor, and reduces estate taxes by gifting the remainder benefit to charity. Below, we answer common questions about
Posted ByWith increasing concerns about identity theft, many people consider signing up for paid identity theft protection services. But are they actually necessary? What These Services Do Identity protection services typically offer monitoring and alerts. They notify you if there are changes to your credit report, such as new accounts or credit inquiries. While this can
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