Restricted Stock Units (RSUs) are a form of equity compensation that give you ownership in the company you work for, either to augment a base salary or as a bonus. Unlike regular stock options, which require putting money down to exercise…

They say two heads are better than one, but also warn about having too many cooks in the kitchen. There are distinct tax and financial benefits to forming a partnership—such as a greater borrowing capacity and simplified taxation—but what are the non-financial advantages that…

Getting gifts and bonuses is great—until someone reaches their hand into your paycheck and pulls a whole bunch of it out (ahem—the IRS)! This sounds unfair but is often what happens with supplemental…

Company culture is a big topic these days, especially thanks to the pandemic. People are quitting jobs at record rates and others are demanding a more flexible work schedule and better benefits. Let’s just say, the game has certainly changed.

Unquestionably the advisory landscape is undergoing a tremendous transformation that seems to be accelerating at the same pace as the movement of client assets. Independent financial advisors are competing within their own space as…

A business owner who is not coachable will never reach the peak of their potential.
No matter what type of business you run or own, it is crucial to be open to new ideas and information. It goes without saying, if you are unwilling to adopt…

Year-end tax planning has always been critical for businesses, but it’s even more essential in a year when prior tax legislation may be giving way to new tax legislation. Alone, the proposed Biden tax changes are enough to turn business…