Posts by Stephen Smalenberger, EA
Strategies for Restricted Stock Unit Taxes [Video]
In this video, we breakdown the types of RSU vesting schedules and different strategies for handling Restricted Stock Unit taxes.
Read MoreHow to Create a Portfolio Strategy [Video]
Do you understand the difference between asset allocation and location? Check out this video to learn how to use both in a portfolio strategy.
Read More12 Tax Things to do Before 12/31 [Video]
Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.
Read MoreBe Proactive: Tax Analysis [Video]
One question we hear a lot from those who are self-employed and doing some type of payroll is: “How do I balance my taxes and save for the future?” For this let’s discuss your tax analysis… Let’s go through an example so I can show you some of the mechanics of how a…
Read MoreFinancial Independence Day [Video]
What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.
Read MoreNo Income Tax in These States [Video]
States With No Income Tax [Video] | Does it make sense from a tax perspective to move to another state with no income tax?
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