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, EADec 23, 20224 minYear End PlanningYear End Portfolio Management: ChecklistAn outline of some of the steps you can take now to rebalance your portfolio and set yourself up for success in the New Year
Malissa Marshall, CFP®, MS Tax, EANov 3, 20216 minEquity CompensationYear End Planning for Equity Compensation: Investments - Part 1 of 6Investment considerations for making year end planning decisions around your equity compensation.
Malissa Marshall, CFP®, MS Tax, EADec 11, 20193 minYear End PlanningDo Not Go Gently 🕯While it is unlikely that tax planning is a priority during the holiday season, I wanted to share some final thoughts before the year closes