The Win-Win Scenario of Restricted Stock Comes with Major Caveats
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.
“Boot” and Relief of Owner’s Liabilities
Generally the incorporation of a business is tax free to both the shareholders and the corporation…that is until “boot” is involved. We explain in this week’s Business Tip.
More Mixed Moves
Stocks traded with mixed moves on Thursday, June 27, 2019. Boeing led decliners on the Dow while bank brands including Citigroup, Morgan Stanley, Goldman Sachs, and Wells Fargo stepped up. The S&P 500 and Nasdaq posted gains ahead of the G-20 summit set to kick off this weekend in Osaka, Japan. On another note, Nike…
How do I replace my Social Security card?
Starting a new job? You’ll need to show your Social Security card. Lost your Social Security card? You’ll need a replacement. We explain what to do in this Question of the Week.
A Mixed Session
Indices ended with mixed moves on Wednesday, June 26, 2019. The Dow and S&P 500 closed in the red zone while the Nasdaq posted gains. Moves were mixed on a variety of economic news. Crude oil ticked up. West Texas Intermediate crude climbed $1.41 today to settle at $59.24 a barrel. Energy brands including Valero…
Tax Benefits for Members of the Military
We give a rundown of the most prominent tax benefits for members of the military in this week’s Tax Tip.
Stocks Slip
Indices ended the session in red territory on Tuesday, June 25, 2019. Technology brands led the downswing. Meanwhile, a measure of consumer sentiment decreased in June. The Conference Board’s Consumer Confidence Index fell from 131.3 in May to 121.5 in June. In M&A moves, drugmaker AbbVie will acquire Allergan in a $63 billion deal. Looking…
Case Study: The Win-Win Scenario of Restricted Stock Comes with Major Caveats
The “Money Talks” hosts examine the tax and planning issues related to receiving restricted stock as part of your compensation package.
Market Roundup: Strong Growth as Investors Were Encouraged by FOMC Decisions
The “Money Talks” hosts discuss a common situation amongst retirees: having your 401(k) fully invested in company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.
Q&A Time: Tax Credits, Restaurant Stocks and Selling a Business
The “Money Talks” show hosts address listeners’ questions on available education tax credits, Consumer Discretionary restaurant stocks Jack in the Box, Cheesecake Factory, and Cracker Barrel; if a homeowner can tap into home equity, and asset vs. stock sales of a business.