top of page
Financial Planning:
Thoughts and Commentary
Search
10 Year-End Financial Planning Tasks to Start Now and Complete Before December 31
Get ready for year-end financial planning with this essential checklist for employees with equity compensation. Learn how to review RSUs, ESPPs, stock options, capital gains, tax-loss harvesting, Roth conversions, retirement contributions, charitable giving, and company stock concentration before December 31. Discover how proactive equity compensation tax planning can help Bay Area families make smarter financial decisions and start the new year with a stronger wealth strateg
4 days ago5 min read
7 Smart Ways to Use Equity Compensation as Part of Your Family Gifting Strategy
Learn how Bay Area families can use RSUs, stock options, and ESPPs as part of a tax-efficient gifting strategy. Discover seven smart ways to reduce taxes, support loved ones, diversify concentrated stock positions, and build a lasting financial legacy through thoughtful equity compensation planning.
Jul 73 min read
How to Include Equity Compensation in Your Estate and Gifting Plan: Smart Strategies for RSUs, Stock Options, and ESPPs
Learn how to incorporate RSUs, stock options, and ESPPs into your estate and gifting plan with tax-efficient strategies. Discover how to reduce estate taxes, maximize charitable giving, and transfer wealth effectively using equity compensation planning techniques.
Apr 204 min read
Qualified Charitable Distributions: Tax Free Karma and a strategy for Required Minimum Distributions
How to use Qualified Charitable Donations to be charitable and tax efficient. Required Minimum Distribution Strategy.
Sep 7, 20222 min read
bottom of page