Financial Planning

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10b5-1 Planning for Corporate Executives

Along with running a successful company and answering to shareholders, corporate executives of public companies have something else to worry about – their significant equity positions in their own companies. Used properly, a 10b5-1 plan is a tool that can help executives strategically plan and execute concentrated equity position sales. Rule 10b5-1 was established by [...]

By |2017-06-02T17:58:54+00:00January 13th, 2015|Financial Planning|

Year End Planning: Part 3, Tax Bracket Arbitrage

IRAs and other tax-advantaged accounts are generally considered great vehicles for saving money before and during the early years of retirement. Until you’re 59½, you’re penalized (with few exceptions) for withdrawing money [1] and at age 70½the IRS requires distributions to start over your remaining life expectancy[2]. Additionally, not withdrawing funds is often [...]

By |2017-06-02T17:58:54+00:00December 16th, 2014|Financial Planning|

Year End Planning: Part 2, Asset Location Basics

Most people have been told “asset allocation” – the mix of different asset classes, such as stocks, bonds, and cash – is one of the most important tenets of portfolio management. In our opinion, this is true. But many people are not as familiar with the concept of “asset location” – where these different types [...]

By |2017-06-02T17:58:54+00:00November 25th, 2014|Financial Planning|

Year End Planning: Part 1, Tax Tips

Taxes may be one of the largest expenses an individual or family faces throughout the year. But with some planning, you can potentially owe less to the IRS and increase your overall financial health. As always, please consult a tax advisor for more information. 1. Consider annual gifting for estates exceeding or expected to exceed [...]

By |2017-06-02T17:58:54+00:00November 18th, 2014|Financial Planning|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.