Wills and Trusts

Even if you have many moving parts to your finances, you can get on track by focusing on two main areas of estate planning: wills and trusts. Here’s how to do it.Click edit button to change this text.  Learn More…


This strategy can help retirement plan participants who receive a lump-sum distribution that includes company stock, pay taxes at a rate as low as 15% on part of the company stock comprising that distribution.Learn more here.

Are You Getting the Best Return on Life You Possibly Can?

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control.Learn more here.

Are You Getting the Best Return on Life You Possibly Can?

Restricted Stock & RSUs: 10 Tax-Return Mistakes To Avoid

Restricted stock, restricted stock units (RSUs), or performance shares bring their own special issues to your tax return.Learn more here.

10 Tax-Return Mistakes To Avoid

Top 5 Financial Moves if Your Job Gets Eliminated

Losing a job is never fun, regardless of the circumstances. There are several things that you can do with your finances to lessen the financial impact of this unfortunate event. Learn more here.

Cover Eliminated

5 Times When You May Benefit From Establishing a Donor Advised Fund

Take advantage of charitable strategies that are both meaningful and tax-wise. In particular, setting up a Donor Advised Fund can be an efficient way to help accomplish both philanthropic and tax goals. With one year-end gift to a Donor Advised Fund, you may receive an immediate tax benefit, while retaining the flexibility to support the causes they care about over several years, the rest of your lives, or even multiple generations.Learn more here.


Ten income and estate tax planning strategies for 2017

Here are ten tax-smart strategies to consider in 2017. Learn more here.


5 Tax Savings Strategies on Stock Gains for High Growth Medical Companies

Realizing gains from stock transactions will often translate into a higher capital gain on your tax return. Fortunately, there are a few strategies that you can use to potentially reduce your tax bill in these instances, as long as you plan ahead and are able to project your cash flow in the immediate future with reasonable certainty. Learn more here.


What should you do with vested stock options, exercise and hold, exercise and immediately sell, or wait to exercise?

This is a difficult question that is very particular, as your exercise timing depends on
a number of personal factors unique to you. This article presents some of those factors and
various reasons why an option holder might want to exercise immediately at vesting or wait. Learn more here.