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By: Alex Doyle, Wealth Manager, CFP® When it comes to financial planning, tech industry professionals face distinct considerations that set them apart. To better understand this, let’s look at the aspects that distinguish financial planning for individuals in the technology sector apart from other industries. Equity Compensation: A Significant Factor
Did you sell your home for significant profit earlier this year? Or capitalize on market moves? If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. There are ways to potentially reduce your tax bill and I’ve made a short
You may not know there are a number of ways to maximize your tax breaks. What we wanted to do is give you three to understand right now, especially as one may no longer be an option soon. Three ways you can help yourself maximize tax breaks in 2022.
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying next tax season.
Divorce is emotional, and financial protection may not always be top of mind. But being cautious and prepared early on can help prevent financial stress later down the line. If you’re amidst a divorce or considering the process, keep these seven tips in mind.
2021 is a great year to consider Roth conversions and other strategic moves from a tax planning perspective. Here are my thoughts as quoted in the Wall Street Journal (April 30, 2021): Biden Tax Plans Potential Impact on Your IRA – WSJ
As we continue navigating the pandemic, there are a few financially savvy ways to spend your tax refund – both to help yourself out and stimulate economic recovery. Read on to discover a few ideas, you may even consider combining several together to make a greater effect.
I wanted to reach out to give you a heads up about the most recent stimulus. In it, there’s a small business tax credit, called the Employee Retention Tax Credit, or ERTC, that you will probably find important. If you qualified for PPP before, you’ll definitely want to know about
One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is filing our taxes on time. On March 17, less than one month until Tax Day,
Reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a backdoor Roth IRA, but for some looking to maximize their withdrawals in retirement, a mega backdoor Roth IRA may be the way to go. What is a mega
