Category: Taxes

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lock up expiration on uber stock

What Should I Do with the Uber Stock Lock-Up Expiration?

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber…
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November 3, 2019 0
15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0
Cover for Should I Use Employer Stock for home purchase

Should I Use My Employer Stock to Purchase a Home?

Do you have a lot of employer stock and in the market for a new home? If so, the thought of selling your stock to help with the down payment can be very tempting. There are many things to consider when evaluating the sale of employer stock to help with a new home purchase. Use the quick links below to jump to the relevant employer stock situations that apply to you. Where Did Your Employer…
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July 25, 2019 0
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