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…
Do you have a lot of employer stock and in the market for a new home? If so, the thought of selling your stock to help with the down payment can be very tempting. There are many things to consider when evaluating the sale of employer stock to help with a new home purchase. Use the quick links below to jump to the relevant employer stock situations that apply to you. Where Did Your Employer…
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…