The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
Read More
Solo 401k plans have many aliases: solo-k, uni-k, and one-participant-k, among others. Whatever you want to call it, the retirement plan is one of my very favorite for small business owners without eligible participants. They’re…
Read More
Those of you who know me know that I’m a massive baseball fan. And when it comes to famous quotes from baseball players, one person comes to mind more than any other: Yogi Berra. Yogi…
Read More
After weeks of delay caused by legal battles surrounding the election, at this point, all signs point to the fact that Joe Biden will be inaugurated as the President of the United States of…
Read More
One thing all parents have in common is wanting what’s best for their kids. We all want to give our kids ample opportunities for success. We all want to keep them rooted in family values. …
Read More
Non-qualified stock options are a great way to incentivize and reward employees and the management of publicly traded companies, and we dedicated today’s episode to exploring the basics. Throughout the episode, Grant reviews how non-qualified…
Read More
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…
Read More
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. …
Read More
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…
Read More
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…
Read More