Financial Resources & News

A Brief Guide to Equity Compensation Types

By:  Paul Horn, CFP®, CPWA® Senior Financial Planner We live in a world that admires hard workers. As we grow up, we try our best to get into the best universities, graduate with honors, and have a solid start to our careers. We dream about having a job with a big title and everything that comes with it; financial liberty, luxurious trips, more time with loved ones, experience,...

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The ABCs of RSUs, NSOs, and ISOs (Part 2)

By:  Paul Horn, CFP®, CPWA®, Senior Financial Planner In the first part of this series, we reviewed deferred compensation plans. This week we are looking at stock options. Stock Options There are 3 basic forms of stock options that we will review today. We will look at them from most to least common: Restricted Stock Units (RSUs) Restricted Stock Units (RSUs) are the most common form of stock...

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Business Owner Year-End Tax Planning

By:  Michael Allbee, CFP®, Senior Portfolio Manager There are many tax strategies available for business owners, but it requires proper planning throughout the year. Here are some things to consider as we approach the year-end to minimize your tax liability. Take advantage of the expiring “Tax Cuts and Jobs Act” (TCJA) bonus depreciation In 2017, the TCJA made it so business owners could...

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