Malissa Marshall, CFP®, MS Tax, EA
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
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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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Malissa Marshall, CFP®, MS Tax, EA
Oct 18, 20235 min read
How to File US Tax Returns as a Foreign National - Part II
With Part I as a starting point, I now want to walk you through a few planning opportunities to consider when becoming a US tax resident.
Malissa Marshall, CFP®, MS Tax, EA
Oct 4, 20236 min read
How to File US Tax Returns as a Foreign National - Part I
In this article (first of a two-part series), we provide a high-level overview of filing requirements for those who are not US citizens.
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
Dec 23, 20224 min read
Year End Portfolio Management: Checklist
An outline of some of the steps you can take now to rebalance your portfolio and set yourself up for success in the New Year
Malissa Marshall, CFP®, MS Tax, EA
Dec 2, 20225 min read
Tax-Efficient Charitable Giving Strategies
Using Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax efficiency.
Malissa Marshall, CFP®, MS Tax, EA
Jan 25, 20216 min read
How To Build A Strong Estate Plan
Estate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.
Malissa Marshall, CFP®, MS Tax, EA
Aug 26, 20205 min read
How Do You Build A Well-Structured, Tax Efficient Portfolio?
Your portfolio plays a significant role in your financial life. Here are three basic tenets to crafting a balanced investment portfolio.
Malissa Marshall, CFP®, MS Tax, EA
Jun 30, 20203 min read
The Joyful Intricacies of Filing US Taxes When Living Abroad or Owning Foreign Financial Assets
Filing US tax returns when you live and work abroad can add significant complexity to the process - you may have learned that the hard way.
Malissa Marshall, CFP®, MS Tax, EA
Dec 11, 20193 min read
Do Not Go Gently 🕯
While it is unlikely that tax planning is a priority during the holiday season, I wanted to share some final thoughts before the year closes
Malissa Marshall, CFP®, MS Tax, EA
Nov 6, 20194 min read
The Ghost of Tax Returns Past 😱 - Gaining Perspective
Despite how scary they may be, taxes are really the shadow aspect of financial planning, since they underlie almost all financial decisions.
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