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, EADec 2, 20225 minCharitable GivingTax-Efficient Charitable Giving StrategiesUsing Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax efficiency.
Malissa Marshall, CFP®, MS Tax, EANov 18, 20224 minCross-Border Tax NotesCross-Border Tax Notes #1 - Mapping the Terra IncognitaMaking sure you know what you don't know.
Malissa Marshall, CFP®, MS Tax, EANov 11, 20222 minReflections - Inside SWReflections on Four Years in BusinessLooking back & looking ahead
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, EAFeb 28, 20212 minReflections - Inside SWPlaying the Long Game: Celebrating Two Years in BusinessTwo years ago, my firm’s registration as a Registered Investment Advisor was approved by the state of VT. It has been an incredible journey.
Malissa Marshall, CFP®, MS Tax, EAFeb 11, 20215 minEquity CompensationIs 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?
Malissa Marshall, CFP®, MS Tax, EAJan 25, 20216 minEstate PlanningHow To Build A Strong Estate PlanEstate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.
Malissa Marshall, CFP®, MS Tax, EASep 29, 20206 minEquity CompensationWhat You Need To Know About Your Corporate Equity BenefitsCorporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.