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Daily Archives: September 28, 2021

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  4. 28

Restricted Stock Creates a Need for Financial and Tax Planning

Case Study, Featured, Retirement, TaxBy Editorial TeamSeptember 28, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units.

Your Exit Planning Team

Business Owner/Self Employed, VideoBy Editorial TeamSeptember 28, 2021

In this “Money Talks Minute,” K.C. Smith, CFP®, CEPA, provides a list of experts that you may need to consult when selling your business.

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