company stock

How Financial Advisors in Chicago plan for RMDs before retirement

Episode 62: How to Plan for RMD Taxes

In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!

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Financial Advisors in Chicago share their perspective on equity compensation for executives nearing retirement

Episode 61: A Crash Course on Equity Compensation

In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.

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Donating Appreciated Stock: Save On Taxes & Help Those In Need

Have a company stock that’s increasing in value? Learn how donating appreciated stock can help those in need AND decrease your taxes due. It’s a great year-end planning strategy for corporate executives who have a lot of company stock.

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