Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

Malissa Marshall, CFP®, MS Tax, EA

Jan 244 min read

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 107 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

Nov 1, 20235 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

Jun 13, 20234 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

Apr 11, 20235 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

Nov 3, 20216 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

Feb 11, 20215 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

Sep 29, 20206 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.

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