Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Rabbi Trusts
A rabbi trust helps protect employees’ deferred compensation by holding the plan assets apart from the corporation. Read more in this Business Tip.
What Employers Need to Know about Workers' Compensation Insurance
By law, businesses are 100 percent responsible for providing workers’ compensation benefits. Learn all about it in this Insurance Tip.
Fringe Benefits
Some employee benefits may be subject to income tax to the employee if they discriminate in favor of executives. Read more in this Tax Tip.
Signs of a Housing Recovery?
For the economy as a whole, rising home prices often serve as an indicator that the economy is performing better. Read more in this Financial Tip.
Restricted Stock Tax Rate Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article
Partnership Rules
If you contribute property or services in exchange for a partnership interest, there may be tax consequences. Learn more in this Business Tip.
Understanding Your Health Insurance Policy
It may contain technical jargon, but your health insurance policy isn’t as difficult to understand as you think. Find out in the Insurance Tip.
Don’t Panic If You Receive an IRS Notice
You should never ignore a letter from the IRS. Most can be dealt with simply and painlessly. Read more in this Tax Tip.
Just How Risky Is Your Portfolio?
You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.