A few weeks ago, The New York Times published an article that created controversy around President Trump’s tax returns. One of the most controversial claims of this article was that President Trump paid only $750…
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Incentive stock options are a wonderful benefit to receive. They’re often granted to executives of publicly traded companies and early stage employees of startups, in an effort to align their interests more closely with shareholders. …
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Non-qualified stock options (NSOs) are a very popular way to compensate employees at publicly traded companies, and a wonderful benefit to receive. But the tax consequences, and how to handle them, can be confusing. How…
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With the election in November creeping closer, the campaign season is now in full swing. And the closer we get, the more details & campaign promises start to emerge from the candidates. Biden’s tax plan…
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As you may have heard, the CARES Act (aka the Coronavirus stimulus bill) created a holiday for mandatory distributions from retirement accounts in 2020. So if you’re otherwise required to pull money from your IRA…
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It’s been quite a year so far. Wildfires in Australia, an impeachment trial of Donald Trump, the death of Kobe Bryant, and the Coronavirus pandemic. Oh yeah, and don’t forget that it’s an election year….
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Another week, another round of updates to the Paycheck Protection Program. This week’s revision comes in the form of an entirely new (albeit brief) piece of legislation called the Paycheck Protection Program Flexibility Act of…
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We’re now about six weeks into the CARES Act and in round two of the Paycheck Protection Program. The $310 billion allotted to the program in round two is beginning to dwindle, but has lasted longer…
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Happy holidays! It’s now December, and if you blink hard enough (or drink enough egg nog) you’ll wake up & find yourself in January of a new year. For many people, holiday office parties &…
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Even though we don’t currently prepare tax returns for clients at my financial planning firm, tax is a topic that comes up a lot. Many of our clients own businesses, and most of them share…
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