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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Year End Planning for Equity Compensation: Tax Implications - Part 2 of 6

Malissa Marshall, CFP®, MS Tax, EA

Nov 1
5 min

Year End Planning

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

Your Employee Stock Purchase Plan (ESPP) – What You Need to Know

Malissa Marshall, CFP®, MS Tax, EA

Jun 13
4 min

Equity Compensation

Your Employee Stock Purchase Plan (ESPP) – What You Need to Know

Learn what an Employee Stock Purchase Plan (ESPP) is and the potential benefits of buying your company's stock at a discount.

The QSBS Exemption Tax Benefit (IRC Section 1202)

Malissa Marshall, CFP®, MS Tax, EA

Apr 11
5 min

Equity Compensation

The QSBS Exemption Tax Benefit (IRC Section 1202)

Learn about the Qualified Small Business Stock (QSBS) exemption and Internal Revenue Code section 1202 rules for QSBS tax treatment.

Year End Planning for Equity Compensation: Investments - Part 1 of 6

Malissa Marshall, CFP®, MS Tax, EA

Nov 3, 2021
6 min

Equity Compensation

Year End Planning for Equity Compensation: Investments - Part 1 of 6

Investment considerations for making year end planning decisions around your equity compensation.

Is There A Difference Between Restricted Stock and RSUs?

Malissa Marshall, CFP®, MS Tax, EA

Feb 11, 2021
5 min

Equity Compensation

Is There A Difference Between Restricted Stock and RSUs?

Those who receive equity compensation are likely familiar with restricted stock or restricted stock units (RSUs). What's the difference?

What You Need To Know About Your Corporate Equity Benefits

Malissa Marshall, CFP®, MS Tax, EA

Sep 29, 2020
6 min

Equity Compensation

What You Need To Know About Your Corporate Equity Benefits

Corporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.

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