Quarterly tax payments can seem intimidating, particularly in the first year that this happens for you or your household. We recommend that you think of them not just as an extra bill/hassle from the IRS, but a great opportunity to start being strategic about your overall tax plan as part of your financial goals.
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Working for a company that goes through an IPO can have life-changing financial consequences. It can also give rise to tax and legal issues that must be addressed proactively to protect and maximize your windfall.
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Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye. Is your company’s employee benefit...
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This can be an exciting time for your organization, but if you’re a manager or HR leader, it likely means you will be facing a wave of questions from employees throughout the event about what it means for their equity and personal finances.
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As a founder or an employee at a company undergoing a SPAC, you should start planning as soon as you're aware the event is on the horizon. The financial impact of this event will not just be an easy windfall -- you'll have to consider the potential costs of exercising options, timing of selling shares, and the resulting tax bill before you can start thinking about how to invest your net proceeds.
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COVID-19 created many unexpected adjustments to working and moving this year. Could these changes result in additional state tax exposure and withholding obligations for individual taxpayers and business owners?
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A donor-advised fund is a great way to manage your charitable giving and save on taxes. You can take a tax deduction immediately when you provide the donation. Then, the donated funds can be invested and grow tax free. Think of it as creating a sort of personal "savings account" from which you can make donations to causes you care about for years to come.
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When you receive a large sum of money, your life can change in many profound ways. However, a financial windfall is not without consequences. One of the most immediate of those consequences is your tax liability.
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Online tax tools make it easy for the average person to file their annual tax returns, but there are many scenarios where more sophisticated tax strategies can save a significant amount of money, making the ROI on personal tax advising very worthwhile for high earners with complex financial situations and those with sudden windfalls.
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With the Coronavrius epidemic impacting the US economy, the IRS and the Secretary of the Treasury have recently announced changes to 2020’s (2019 tax year) usual deadlines.
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