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2017 Tax
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RSU Strategy Guide
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What They Didn’t Teach You in School: How to Build a Budget

Debt Management Strategies

Tax Reform: Exemptions & Standard Deductions

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Tax Reform: Cap on S.A.L.T. Deductions

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Tax Reform: Child Credit & 529 Changes

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Tax Reform: Impact on Estate Planning

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Overexposure to Employer Stock: The Risk

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Overexposure to Employer Stock: Sell RSUs

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Overexposure to Employer Stock: Gifting to Charity

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Overexposure to Employer Stock: Gifting to Individuals 

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Overexposure to Employer Stock: Tax Rate Arbitrage

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Pros and Cons of RSUs

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Offset RSUs Tax Impact at Vesting

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Tax Rate Arbitrage Using Vested RSUs

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