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Financial Blog
Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.
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When "More Money, More Problems" Becomes Real: Navigating Complex Compensation for High Earners
The obvious benefit of earning more money is clear: more money. More money allows you to think beyond basic financial security for...
Malissa Marshall, CFP®, MS Tax, EA
Jan 24, 20244 min read
Your Guide to Understanding Stock Options: An Owner's Manual
Stock options aren’t the proverbial “holy grail” of wealth - the process of effectively harvesting true wealth requires significant planning
Malissa Marshall, CFP®, MS Tax, EA
Jan 10, 20247 min read
Year End Planning for Equity Compensation: Tax Implications - Part 2 of 6
A high-level overview of the tax implications when RSUs vest, ISOs and NQSOs are exercised, and resulting shares from each of these methods
Malissa Marshall, CFP®, MS Tax, EA
Nov 1, 20235 min read
How to File US Tax Returns as a Foreign National - Part II
With Part I as a starting point, I now want to walk you through a few planning opportunities to consider when becoming a US tax resident.
Malissa Marshall, CFP®, MS Tax, EA
Oct 18, 20235 min read
How to File US Tax Returns as a Foreign National - Part I
In this article (first of a two-part series), we provide a high-level overview of filing requirements for those who are not US citizens.
Malissa Marshall, CFP®, MS Tax, EA
Oct 4, 20236 min read
What Is a "Financial Advisor"? A Look Inside the Financial Services Industry
There is very little regulation around the title "financial advisor" - so it's critical to understand the potential conflicts of interest.
Malissa Marshall, CFP®, MS Tax, EA
Sep 20, 20236 min read
Cross-Border Tax Notes #3 - What is Foreign Source Income?
Understanding income sourcing rules is key to helping your clients avoid paying taxes to multiple countries on the same income.
Malissa Marshall, CFP®, MS Tax, EA
Sep 15, 20235 min read
What I’m Doing Now
I thought it might be interesting to share a peek behind the curtain, so to speak – a look into how I spend my days running two businesses.
Malissa Marshall, CFP®, MS Tax, EA
Sep 6, 20233 min read
How to Maximize Your Spouse’s Social Security Benefits
Since the information on SSA.gov leaves something to be desired, here’s how to maximize your spouse’s benefits.
Malissa Marshall, CFP®, MS Tax, EA
Aug 23, 20233 min read
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