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4 Questions on Options Grants

Any investor should frequently ask questions, often about simple securities. Stock options from your employer complicate matters a lot more, and here’s what you should ask. In the classic game show ” Jeopardy ,” contestants show their smarts by asking Source
Posted On 30 Oct 2015

Washingtons New Hashtag: #WithoutAnySenseOfShame

Let me tell you a story. A boss gives an employee a project on January 1 st  that could easily be completed right away. This project had significant financial implications for the company. Month after month the boss checks in with the employee but finds the project still isn’t...
Posted On 28 Oct 2015

Taxing Issues for Independent Contractors

Independent contractors and freelancers may have income and expenses that fluctuate wildly over months or years, so financial advisors need to know how to counsel those clients on the best strategies for planning their cash needs for tax purposes. Employees who have income...
Posted On 21 Oct 2015

How Your Clients Can Avoid Future Estate Squabbles

It seems that cautionary tales of family-estate disputes around high-profile figures are ubiquitous, from the trust fund feud surrounding former New Orleans Saints owner Tom Benson to the battle between the widow and children of deceased billionaire A. Alfred Taubman. Even in...
Posted On 21 Oct 2015

Employee vs. Contractor: What You Can Do If Youre Misclassified

It has become very common, especially among startups, for businesses to classify some workers as independent contractors rather than employees. Doing so can save companies a significant amount of money in payroll taxes. This may be great for business, but it can be costly for...
Posted On 19 Oct 2015

Make Last-Minute Moves to Reduce Taxes

Year-end planning to reduce tax owed next April 15 shouldn’t be left solely to certified public accountants. “I have developed a technique dubbed the ‘summit meeting,’” says Charles L. Nemes, senior vice president of investments at Nemes Rush Private Wealth Management of Raymond...
Posted On 19 Oct 2015

Love Trump or Hate Him, You Should Understand His Tax Plan

As the presidential campaign heats up, candidates are sharing their plans for changing the tax code. Since Donald Trump has made himself a viable contender — indeed, the Republican front-runner at this time — it’s worth taking a moment to examine his plan. First, Trump says he...
Posted On 16 Oct 2015

Building Your Money Team

As Thomas Stanley, author of The Millionaire Next Door , found in his research, the best wealth accumulators usually consult a team of advisors when making important financial decisions.  That’s good advice for you, as well. When building your Source
Posted On 11 Oct 2015

Adult Kids’ Key Documents

Recently my days as a legal guardian ended when my younger son Devon turned 18. I can’t believe it’s already been 19 months since my elder son Dominic reached adulthood. At that time, I reminded parents of the importance Source
Posted On 09 Oct 2015

Deductible Expenses: Above-the-Line, Itemized and Business

By Craig Smalley Learn more about Craig on NerdWallet’s  Ask an Advisor What expenses are tax-deductible? This is a common question among my clients. While the answer isn’t simple, it’s important to understand because it can significantly reduce your tax bill. Whether or not you...
Posted On 08 Oct 2015