This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about:
Continue readingShould I be doing something with these?
This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about:
Continue readingShould I be doing something with these?
Congress passed the Secure 2.0 Act in late 2022. Why should you care? You shouldn’t. Much.
Continue readingStock compensation can be a great pathway to wealth, but they also come with their own set of tax implications. Unfortunately, many taxpayers miss important tax considerations when it comes to stock compensation.
Continue readingIf your tax season sucked (stressed out, last-minute activity, uncertainty, unexpectedly big tax payments), then, while the pain is still fresh, let’s think about how to make your life way less stressful next year.
Continue readingI’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about.
Continue readingHave you been hearing a lot about the tax proposals coming out of Washington D.C.? First it was President Biden’s back in April. In early September, it was the House Ways and Means Committee’s. And currently, as of the time of publishing, the tax proposal situation in Congress is anybody’s guess.
Continue readingAs so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”
Continue readingAs you might be aware, in late December 2020, the president signed into law another round of economic stimulus. In March 2020, we had the CARES Act. Now we have the Consolidated Appropriations Act of 2021.
Continue readingWelp, you’ve done your taxes. At least, I sure hope you have.
In this here blog post, I wish not to look backwards and cast aspersions at the IRS or the Trump Administration or your company’s HR department (although lord knows, at times they’ve all deserved it…some more than others). Instead I want to show how you might use your 2018 tax return to make your ongoing finances better.
Perhaps by now you’ve settled down after reading the news of the Uber IPO filing a few days ago. My clients who used to work at Uber are, of course, Pretty Darn Excited about the announcement that Uber has filed for IPO, likely in Q1 of 2019.Continue reading
Like you, I’ve been going through Open Enrollment lately. Only I’ve been going through a whole bunch of open enrollments, for all of my clients. (It’s actually pretty cool, being able to compare—and, perforce, contrast—what a variety of tech companies offer to their employees.)
Continue reading
If your 401(k) offers a Roth option, how do you know if you should contribute to it instead of the usual, pre-tax 401(k)?