Tag: Employer Stock

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ESPP Strategy Guide

Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide

If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing…
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February 1, 2019 0
Charitable Giving

Should I Use a Donor Advised Fund Strategy Guide

Donor advised funds have been growing in popularity recently and that was even before the new tax reform made them a critical part in your tax planning strategy. Donor advised funds are extremely versatile tools that may help you create a more tax efficient plan while still giving back to the organizations that are important to you. I will provide information on what donor advised funds are, how tax reform has increased the importance of…
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November 5, 2018 0
When to sell RSUs

RSU Strategy Guide

RSU’s or Restricted Stock Units are a common part of tech employees compensation packages. I have helped many clients and their spouses understand how to utilize their RSU benefits to their advantage with planning. Retirement accounts and manageable investments receive much of the attention from other financial planners (Interviewing planners? checkout 10 Questions to Ask Your Financial Planner), so in this post, I want to focus on providing you a RSU strategy guide.   Most…
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January 29, 2018 0
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