INTRODUCTION: Your “how to” blog post should teach the reader how to do something by breaking it down into a series of steps. Begin your blog post by explaining what problem you are going to solve through your explanation and be sure to include any relevant keywords. Add in a personal story to establish your credibility […]
While the 2017 Tax Cuts and Jobs Act (TCJA) signed into law on December 22, 2017 is some 500+ pages, we wanted to summarize several of the key changes and how those changes may affect you and your financial planning and wealth management strategies.
This time of year is normally the time that clients who have bonuses and executive compensation need to make choices in regards to receiving these benefits as cash, company stock options or company restricted share units (RSUs). Like most decisions, there are advantages and disadvantages to each and no one right answer for everyone.