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…
As a top executive in your company, your salary package includes both a base salary and deferred compensation, which is compensation that is set aside to be paid later. There are two types of deferred compensation: qualified deferred compensation (QDC) and non-qualified deferred compensation (NQDC). Below are a few things it can be helpful to be mindful of with the different types of deferred compensation.
Is it possible you paid tax twice on your equity compensation and did not know it? If your CPA was calculating your tax liability of the 1099-B provided by the brokerage firm administering your equity compensation plan, the answer is yes.
