The unprecedented COVID pandemic has left many concerned about reaching their wealth and life goals – both short and long-term. And, as a high-level executive, you face the added strain…
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As mortgage interest rates decrease, a lot of people are wondering whether they should consider refinancing for a better rate. Below are some FAQs to consider when thinking about mortgage…
The SECURE Act: Major Changes in Retirement Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act took effect on January 1, 2020. Summarized below are the key provisions…
Section 83 of the IRS tax code governs the timing and amount of compensation income that is taxable to a taxpayer. This section is essential to executives as they have…
Below we’ll explore differences between Non-Qualified Deferred Compensation (NQDC) Plans and Qualified Plans, some key factors to consider on whether to participate, and strategies to incorporate them into your plans….
Is it possible you paid tax twice on your equity compensation and did not know it? If your CPA was calculating your tax liability only off of the 1099-B provided…
The Tax Cuts and Jobs Act of 2017 created some significant changes in the tax law. Many of the tax brackets and limits are being adjusted annually for inflation. While the major changes in the tax law happened between 2017 and 2018, there are still some adjustments that did not take effect until 2019.
