Malissa Marshall, CFP®, MS Tax, EAJan 244 minEquity CompensationWhen "More Money, More Problems" Becomes Real: Navigating Complex Compensation for High EarnersThe 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, EAJan 107 minEquity CompensationYour Guide to Understanding Stock Options: An Owner's ManualStock options aren’t the proverbial “holy grail” of wealth - the process of effectively harvesting true wealth requires significant planning
Malissa Marshall, CFP®, MS Tax, EANov 1, 20235 minYear End PlanningYear End Planning for Equity Compensation: Tax Implications - Part 2 of 6A 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, EAOct 18, 20235 minCross-Border PlanningHow to File US Tax Returns as a Foreign National - Part IIWith 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, EAOct 4, 20236 minCross-Border PlanningHow to File US Tax Returns as a Foreign National - Part IIn 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, EASep 20, 20236 minFinancial PlanningWhat Is a "Financial Advisor"? A Look Inside the Financial Services IndustryThere 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, EASep 15, 20235 minCross-Border Tax NotesCross-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, EASep 6, 20233 minReflections - Inside SWWhat 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, EAAug 23, 20233 minFinancial PlanningHow to Maximize Your Spouse’s Social Security BenefitsSince the information on SSA.gov leaves something to be desired, here’s how to maximize your spouse’s benefits.