Taxes

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

Understanding your Restricted Stock Units (RSUs)

By Melissa Joy, CFP®, CDFA® / April 11, 2022

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 […]

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

By Melissa Joy, CFP®, CDFA® / March 10, 2022

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 […]

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Breakdown of New Michigan Tax Law Impacting Pass-Through Businesses

By Melissa Joy, CFP®, CDFA® / January 10, 2022

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 […]

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employee stock purchase plan notebook

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

By Melissa Joy, CFP®, CDFA® / October 13, 2021

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 […]

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House Democrat Tax Proposal: What You Need to Know

By Melissa Joy, CFP®, CDFA® / September 20, 2021

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 […]

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woman looking down at tax documents on the table

What You Should Do If You Think Taxes Are Going Up

By Melissa Joy, CFP®, CDFA® / February 1, 2021

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 […]

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