A couple in their late 50s was contemplating retirement in the next few years.  Up to this point, each had enjoyed successful careers, one as an executive and the other as a business owner and

Traditional Ways of Handling Concentrated Positions With the S&P 500 up more than 200% over the past 10 years, many investors have portfolios that contain highly appreciated stock positions, which may result in significant concentration

As Benjamin Franklin famously said, “Nothing is certain except death and taxes.” While both are inevitable, smart estate planning can help reduce the tax burden on wealth transfers at death. Understanding Estate Taxes and Exemptions

When real estate investors consider selling their properties after significant price appreciation, they often face a tough choice.  Investors can cash in on a potentially good offer and pay the taxes, or they can continue

Have you been offered an employee stock purchase plan (ESPP) in your compensation package? An ESPP allows you to buy your company’s stock at a discount, defer tax payments on the gains until you sell the shares, and take advantage of additional tax benefits depending on how long you hold onto the shares. Below are frequently asked questions regarding ESPPs and what you should keep in mind before participating in your company’s plan.