February 01, 2024 | ISO vs NSO: The Tax Implications You can't compare ISO vs NSO without considering the different tax rules. Knowing the differences is an essential step in financial planning. Read more
January 31, 2024 | Amazon Employees: The Best Ways to Leverage Your Charitable Giving Now that the standard deduction has doubled, many are finding that their donations no longer produce the tax benefits they once did. Read more
October 25, 2023 | Vesting Schedule: Definition, Types, and Examples When you’re granted stock options that follow a vesting schedule, understand how and when to take advantage of your benefit. Read more
August 16, 2023 | Exercising Incentive Stock Options? What You Need to Know About the Alternative Minimum Tax When determining when to exercise and sell your incentive stock options, you’ll want to be mindful of the alternative minimum tax. Read more
July 02, 2023 | Employee Stock Options: How They Work and What to Expect Many companies offer employee stock options as part of compensation, giving you an opportunity to benefit if the company's stock increases over time. Read more
February 23, 2023 | 457 Plans: Key Differences Learn the differences between 457 plans and how they can be integrated into your broader financial picture. Read more
February 12, 2023 | A Guide to Nike’s Employee Stock Purchase Plan The Nike employee stock purchase plan allows participants to designate up to 10 percent of their eligible pay to purchase Nike stock in… Read more
December 21, 2022 | How to Navigate a Corporate Acquisition as an Employee Wondering what happens after a corporate acquisition? Here's everything you need to know about stock, cash, and merger deals. Read more
August 24, 2022 | Tax Planning Benefits of Making a Section 83(b) Election Learn the tax benefits of filing a section 83(b) election if stock or option grants are a part of your compensation package. Read more
June 27, 2022 | Pre-Tax vs. Roth Contributions: What’s Best for You? There are plenty of positives to both pre-tax and Roth retirement plan contributions. Here's how to determine the best choice for your circumstances. Read more