Daily Archives: May 7, 2018

How to Effectively Offset Capital Gains with Charitable Contributions

As a corporate executive, your days are highly scheduled and regulated. The time you can devote to working with charities may be limited, but you can nevertheless make a substantial impact without the time commitment.

The Most Effective Incentive Stock Options Tax Strategies

Many C-level executives find themselves with questions about the most effective incentive stock options tax strategies. However, there’s a clear gap in the wealth management marketplace: very few financial advisors or tax professionals actually discuss how to strategically optimize equity compensation planning with their clients.