News and Updates
Planning Before a Potential IPO
“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]
Should You Max Out a Deferred Compensation Plan? It Depends.
“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]
Golden Handcuffs: When Compensation Becomes a Trap
It’s always a tough conversation when someone walks into my office with million-dollar compensation packages and no real freedom. In my business, we call these deals golden handcuffs. On paper, […]
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