Understanding your Restricted Stock Units (RSUs)

Pearl Planning Blog Post: Understanding your Restricted Stock Units (RSUs) - Woman working at her desk

Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the company’s stock or, in some cases, a cash payout. RSUs can be a very beneficial form of compensation, but they require specific and careful tax…

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A Checklist for Preparing to File Your Taxes

Tax time tips from Pearl Planning

As the tax filing deadline approaches, you may find yourself asking, “Are there any last-minute tasks to complete prior to filing my taxes?” We have put together a complete checklist to make sure you remember to complete all of the essential items before you file. Do not forget any last minute 2021 contributions to your…

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Tax Loss Harvesting – A Guide for Making the Most of a Down Market

As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be unpleasant, but it is one of the many times we must remain diligent and patient as an investor. While no one loves to see a…

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Important Information for Filing Your 2021 Tax Return

As you prepare to file your taxes this year, we decided to help make your life a little easier. We have compiled a hub for all of the important dates and information you may need to complete your taxes. Our team here at Pearl Planning is committed to assisting you and your tax professional in…

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Breakdown of New Michigan Tax Law Impacting Pass-Through Businesses

Lately, there has not been a dull moment when it comes to tax updates. That being said, we have another tax update for you, this time relating to a new law that was passed recently in the state of Michigan. House Bill 5376 was signed into law in December of 2021. This bill impacts pass-through…

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How Will My Qualified Employee Stock Purchase Plan Impact My Taxes?

employee stock purchase plan notebook

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…

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