You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
Stock options are very different from RSUs. Although they both are a popular form of tech companies’ compensation structure, the thought process and planning couldn’t be more different. Maybe your employer just announced that future awards will now be RSUs and you haven’t even figured out how your old stock options work. Or maybe it is more complex and they are allowing you to pick which form of stock compensation you prefer. Either way, you…
Donor advised funds have been growing in popularity recently and that was even before the new tax reform made them a critical part in your tax planning strategy. Donor advised funds are extremely versatile tools that may help you create a more tax efficient plan while still giving back to the organizations that are important to you. I will provide information on what donor advised funds are, how tax reform has increased the importance of…