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Risk Mitigation Strategies for the Wealthy
Building generational wealth is the goal of many Americans, but knowing how to grow and protect it for the long
The Backdoor Roth IRA (Don’t make these conversion mistakes)
If you are a high-income earner in Sarasota, you may feel that you’ve been blocked from utilizing the Roth IRA.
2023 Retirement Plan Changes
There is excellent news on the retirement front with the enactment of long-awaited changes to retirement rules in the form
Maximizing Tax Efficiency: An Estate Planning Case Study for a $115 Million Estate
In this estate planning case study, we will explore the various types of trusts and business entities that an ultra-high-net-worth
Estate Planning for the High Net Worth
Affluent Florida residents live in Florida for a reason – and it’s not just the beautiful weather, endless beaches, and
ESO Alternatives (Part 2)
In our last article on Employee Stock Option Alternatives, we went into Restricted Stock Units and Stock Appreciation Rights, both
ESO Alternatives (Part 1)
Several corporate scandals involving Employee Stock Options (ESOs) have driven companies to diversify their compensation packages with less risky Employee
Yes, You Need an Estate Plan
A common misconception is that estate planning is for the very wealthy or the very old. In truth, anyone who
How are Non-Qualified Stock Options Taxed?
If you recall our previous article about the kinds of stock options available, Non-Qualified Stock Options are issued to employees
How are Incentive Stock Options Taxed?
Incentive Stock Options (ISOs) grant an employee the right (but not the obligation) to purchase company shares at a bargain
When to exercise Employee Stock Options
When to exercise ESOs Determining the best time to exercise your Employee Stock Options (ESOs) is crucial. With the correct
Should you take Employee Stock Options?
As mentioned in our previous article, Employee Stock Options (ESOs) provide workers a great incentive to meet Key Performance Indicators
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