Malissa Marshall, CFP®, EA
How To Build A Strong Estate Plan
Estate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.
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Malissa Marshall, CFP®, EA
- Oct 20, 2020
- 5 min
Top Tax Strategies To Make The Most of Your Charitable Gifts
Tax planning and charitable giving go hand in hand. Here are fundamental steps to maximize your giving strategy.
70 views
Malissa Marshall, CFP®, EA
- Sep 29, 2020
- 6 min
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.
74 views
Malissa Marshall, CFP®, EA
- Aug 26, 2020
- 5 min
How Do You Build A Well-Structured, Tax Efficient Portfolio?
Your portfolio plays a significant role in your financial life. Here are three basic tenets to crafting a balanced investment portfolio.
53 views
Malissa Marshall, CFP®, EA
- Jul 1, 2020
- 3 min
The Joyful Intricacies of Filing US Taxes When Living Abroad or Owning Foreign Financial Assets
Filing US tax returns when you live and work abroad can add significant complexity to the process - you may have learned that the hard way.
83 views