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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
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 …
In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts & Jobs Act (2018), Secure Act (2019) and CARES Act + Stimulus (2020-21) have changed some rules on giving. They will address how a Donor …
The American Rescue Plan of 2021 has passed. Will I get a check? What is in this legislation that I should know about? Who qualifies for the new Child Tax Credit? Melissa FradenburgMelissa Fradenburg is a Financial Advisor for Pearl Planning and Raymond James Financial Services. Reach out for a call today at 313.486.9634. 81 …
As you prepare to file your taxes this year, we will use this page to consolidate helpful information for clients of Pearl Planning. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering the information you’ll need for your tax return. Don’t hesitate to reach out or ask …
Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden administration. Current top income tax rates are on the low end of the historic spectrum. How can you prepare and act if you anticipate a higher tax regime? How can an investor prepare and evaluate …
