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- Mar 2, 2023
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
- Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
- Apr 18, 2022
What Issues Should I Consider Regarding My Restricted Stock Units?
Restricted Stock Units (RSUs) are a popular form of equity compensation that, after vesting, result in an employee’s receipt of shares of co
- Mar 31, 2022
What issues should I consider regarding my Incentive Stock Options?
Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company
- Mar 24, 2022
Should I Use A Donor Advised Fund DAF When Giving To Public Charities?
In the charitable giving realm, Donor Advised Funds (“DAFs”) have become increasingly popular and valuable planning vehicles.
- Mar 23, 2022
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
- Feb 25, 2022
What Issues Should I Consider Before Closing The Estate?
This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.
- Feb 22, 2022
Should I Roll Over My Dormant Traditional 401k
Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...
- Feb 15, 2022
What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?
Clients often have outsized positions due to appreciation and large pre-tax retirement accounts. They may be looking to reduce risk...