By Paul West, Managing Partner, CFP®, CAP®, CExP Business owners: do you know that the first $10,000,000 of business sale proceeds could be tax-free? Owing no federal income tax after selling stock may seem far-fetched, but in some instances it’s possible.
During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …
Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives.
You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
