Tax Planning

Inherited stock value at the time of inheritance, how long it's held, and your tax bracket all influence what the IRS expects from…

Are reinvested dividends taxable? Learn how DRIPs work and when taking cash may be smarter to avoid risk and keep your portfolio balanced.

Deferred compensation plans are designed to provide tax and retirement benefits to attract and retain top talent.

Strategic tax planning allows you to apply an AMT credit to reduce future tax liability and optimize stock compensation.

The Nike ESPP allows participants to designate up to 15 percent of their eligible pay to purchase Nike stock in a calendar year.

Nike RSUs follow a vesting plan, where employees receive distributions of the RSU after meeting certain performance goals or company milestones.

Tax strategies for founders navigate unique challenges and opportunities, particularly in managing equity, stock options, and capital gains.

Tax optimization protects investment returns by integrating tax-efficient strategies into your financial plan.

The tax benefits of real estate investing reduce taxable income and defer capital gains on an underlying appreciating asset.

Learn how tax loss harvesting can help minimize your tax liabilities and optimize your investment portfolio.