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Financial Blog
Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.
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When "More Money, More Problems" Becomes Real: Navigating Complex Compensation for High Earners
The obvious benefit of earning more money is clear: more money. More money allows you to think beyond basic financial security for...
Malissa Marshall, CFP®, MS Tax, EA
Jan 24, 20244 min read
Your Guide to Understanding Stock Options: An Owner's Manual
Stock options aren’t the proverbial “holy grail” of wealth - the process of effectively harvesting true wealth requires significant planning
Malissa Marshall, CFP®, MS Tax, EA
Jan 10, 20247 min read
Year End Planning for Equity Compensation: Tax Implications - Part 2 of 6
A high-level overview of the tax implications when RSUs vest, ISOs and NQSOs are exercised, and resulting shares from each of these methods
Malissa Marshall, CFP®, MS Tax, EA
Nov 1, 20235 min read
Your Employee Stock Purchase Plan (ESPP) – What You Need to Know
Learn what an Employee Stock Purchase Plan (ESPP) is and the potential benefits of buying your company's stock at a discount.
Malissa Marshall, CFP®, MS Tax, EA
Jun 14, 20234 min read
The QSBS Exemption Tax Benefit (IRC Section 1202)
Learn about the Qualified Small Business Stock (QSBS) exemption and Internal Revenue Code section 1202 rules for QSBS tax treatment.
Malissa Marshall, CFP®, MS Tax, EA
Apr 12, 20235 min read
Year End Planning for Equity Compensation: Investments - Part 1 of 6
Investment considerations for making year end planning decisions around your equity compensation.
Malissa Marshall, CFP®, MS Tax, EA
Nov 3, 20216 min read
Is There A Difference Between Restricted Stock and RSUs?
Those who receive equity compensation are likely familiar with restricted stock or restricted stock units (RSUs). What's the difference?
Malissa Marshall, CFP®, MS Tax, EA
Feb 11, 20215 min read
What You Need To Know About Your Corporate Equity Benefits
Corporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.
Malissa Marshall, CFP®, MS Tax, EA
Sep 29, 20206 min read
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