Restricted Stock & RSUs: 3 Planning Tips
Category Archives: Tax and Financial News
Restricted Stock & RSUs: 3 Planning Tips
🖨 Print⏱ 4 min readShare by Equity compensation is becoming more mainstream and is not just for executives anymore. Grants of restricted stock or restricted stock units (RSUs) are getting to be more common than stock options – and the … Continue reading
The Biggest Winners and Losers in President Biden’s Proposed Individual Tax Plan
🖨 Print⏱ 3 min readShare by President Biden presented his $1.8 trillion American Families Plan, which focuses on expanding benefits for education, children and childcare. The Biden administration intends to pay for the plan with a series of tax hikes … Continue reading
Everything There is to Know About the New Child Tax Credit
🖨 Print⏱ 3 min readShare by The Child Tax Credit as we know it originated during the Clinton administration, but the recently enacted American Rescue Plan created a new version. The updated version of this tax credit could have a … Continue reading
Tax-Free Student Loan Forgiveness is Part of the Latest Covid-19 Relief Bill
🖨 Print⏱ 3 min readShare by The recently passed American Rescue Plan (ARP) Act of 2021 includes a provision making nearly all student loan forgiveness tax-free, at least temporarily. Before the ARP, student loan forgiveness was tax-free only under special … Continue reading
Four Essential Questions You Should Ask Your Tax Professional This Season Related to COVID-19
🖨 Print⏱ 3 min readShare by Good tax professionals ask the right questions to ensure they understand your situation and can help you to the best extent the law allows. Given the host of pandemic-related tax changes for 2020, it’s … Continue reading
New Year-End Tax Provisions
🖨 Print⏱ 5 min readShare by In late December, Congress passed the Consolidated Appropriations Act, which in addition to providing COVID-19 relief provisions also included many tax provisions and extenders. The Act contained many COVID-related tax provisions, as well as … Continue reading


