Proposed tax changes (2021)? Let’s take a closer look. “We Have Nothing to Fear Except Fear Itself” —Franklin D Roosevelt We are constantly being bombarded by headlines and stories that are purposely designed to invoke the fight or flight mechanism in our brain. I have…
Read More
Archives for November 2021
Want to know what you should be reading?
Reading is to the mind what exercise is to the body. —Richard Steele It’s been a crazy month in my life. We closed on the new home that I talked about in, “How do we think through the home buying process?” packed and moved. There…
Read More
ESPP: Will I Have to Pay Tax on My Qualified Employee Stock Purchase Plan?
Employee Stock Purchase Plans (ESPP), can be an important benefit for clients. These programs can allow the purchase of employer stock at a discount which creates an incentive for employees to increase their ownership stake with their employer. The tax impact upon the sale of…
Read More
