by Mike Holloway | Mar 7, 2022 | Taxes
One of the questions we hear frequently from new clients is, what do I do with all this employer stock? It’s a valid question. Employer stock plans come with complicated tax implications, earnings structures, and lots of extra rules. Below, I’ll explain the two main... 
by Zach Carver | Feb 24, 2022 | Investing, Taxes
What if your personal trainer was also your private chef? How easy would it be to eat healthy? What if your assistant was also your legal advisor? You’d worry less about keeping your business above board. What if your landscaper was also your handyman? Maintaining... 
by Brian Cook | Nov 22, 2021 | Investing, Taxes
For professional athletes, race car drivers, and other high-earners, your financial situation is uniquely complex. Earning income across multiple states requires complicated paperwork and tax withholding. Sign-on bonuses, endorsement deals, and appearance payments... 
by Brian Cook | Nov 22, 2021 | Investing, Taxes
Taxes are complicated, even for typical income earners with limited investments. So, when it comes to filing taxes as a professional athlete, actor, traveling speaker, or anyone else who works in various states, the complexities are only compounded. Being a high... 
by Mike Holloway | Aug 1, 2021 | Taxes, Wealth Management
Being a part of a dual-income household is a bit of a catch-22. Yes, you have more money coming in for your family, but you also have more consumers in your family. Staying informed about changes to dual-income household tax and benefits regulations is essential. One... 
by Jason Deshayes | Jul 10, 2021 | Taxes
President Biden is about to send out the first “child tax relief payments” on 7/15. If you have children under 18, you may see this tax credit hitting your account next week. Many of our clients are wondering if they should keep accepting stimulus money. In this...