Taxes

Hacks for Your Health Savings Account

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

More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for […]

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 […]

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 […]

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 […]

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 […]

calculator with the word Taxes in its field, pencil, and pie chart with numbers

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 […]