SEEDS OF KNOWLEDGE

Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible

The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.

Restricted Stock Units (RSUs) are a popular form of equity compensation that, after vesting, result in an employee’s receipt of shares of co

Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company

In the charitable giving realm, Donor Advised Funds (“DAFs”) have become increasingly popular and valuable planning vehicles.

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.

Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...

Clients often have outsized positions due to appreciation and large pre-tax retirement accounts. They may be looking to reduce risk...