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, EAJun 14, 20234 minEquity CompensationYour Employee Stock Purchase Plan (ESPP) – What You Need to KnowLearn what an Employee Stock Purchase Plan (ESPP) is and the potential benefits of buying your company's stock at a discount.