Brought to you by Colin Sturgis, Partner and Wealth Advisor, and Victoria Santini, Planning Associate, this informative webinar is intended to help anyone new to investment planning and financial management learn some basic tips for designing their financial future.
Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs. Additionally, thoughtful estate planning can create tax and investment efficiencies and help guarantee effective execution.
We are helping to break down some of the complexities of Medicare.
Charitable Lead Trusts (CLTs) offer several potential benefits for individuals and families interested in philanthropy and estate planning.
In these times of historically low tax brackets and depressed market values, an opportunity has presented itself to convert your pre-tax retirement accounts into a Roth IRA.
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.
In part 2 of this three part blog series, we will cover how these documents work to help transfer assets.
In this three-part blog series, we answered the questions of why an estate plan is important and what key pieces are necessary to create an effective plan. We learned how…
