Non-Qualified Stock Options (NQSOs) are a form of equity compensation that can be offered by an employer. NQSOs provide an opportunity for employees to participate in the company’s appreciation over time. Deciding whether to exercise NQSOs and the timeline for subsequently selling shares can be stressful. With the proper strategy for cash flow and tax …
Blog
Maximizing the Benefits of your Incentive Stock Options (ISOs)
Incentive Stock Options (ISOs) are a form of equity compensation sometimes offered by an employer. ISOs provide employees a share in the potential appreciation of a company’s value. Often these options have preferential tax treatment. Understanding how your ISOs fit into your cash flow analysis, tax plan and long-term investment strategy can help you make …
Maximizing the Benefits of your Incentive Stock Options (ISOs)Read More
2021 Fall Economic Update and Investment Outlook [WEBINAR REPLAY]
Melissa Joy, CFP®, Alexa Kane, CFP®, Hannah Near CFP®, CPA, and Melissa Fradenburg, Pearl Planning financial advisors, will update you on the economy and how to invest from here. This webinar features: A market update including comments on 3rd quarter volatility A summary of proposed tax legislation and potential year-end moves Review of current economic …
2021 Fall Economic Update and Investment Outlook [WEBINAR REPLAY]Read More
How Will My Qualified Employee Stock Purchase Plan Impact My Taxes?
Employee Stock Purchase Plans (ESPP) allow the purchase of employer stock at a discount. This creates an incentive for employees to increase their ownership stake with the company. There are a few important dates to keep in mind when it comes to your ESPP. Option Grant Date: The date that the ESPP is awarded by …
How Will My Qualified Employee Stock Purchase Plan Impact My Taxes?Read More
Medicare: What You Need to Know [WEBINAR REPLAY]
While many costs go down in retirement, health care continues to creep up, occupying substantial financial resources as well as time. In this informative webinar, Melissa Joy, CFP®, and Cameron Giardini of Giardini Medicare will discuss trends in longevity as well as planning strategies that help to meet the needs of aging retirees. We will …
House Democrat Tax Proposal: What You Need to Know
The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending on social infrastructure build-out and climate policy. While it is likely that the proposal will be modified and adjusted in the upcoming weeks, we have put together a guide to help you prepare for some …