by Erin Whalen | Mar 9, 2026 | Educational
Company stock is a valuable component of Apple’s equity compensation packages, including restricted stock units (RSU) and the employee stock purchase plan (ESPP). As a result, Apple stock can become a meaningful part of an employee’s net worth—either by design...
by Mark Duvall | Mar 6, 2026 | Educational
Working with tech employees over the last 20 years, we’ve seen a consistent challenge in balancing their current cash flow needs with their long-term retirement goals. For example, the cost of living and housing on the West Coast, where tech companies dominate, is...
by Ann Timoney | Jan 26, 2026 | Educational
The One Big Beautiful Bill Act, signed into law in July 2025, introduced a temporary increase to the state and local tax (SALT) deduction, which may affect your tax planning. SALT includes: State Income Taxes Property Taxes Sales Taxes Hear more from Ann Timoney about...
by Ann Timoney | Aug 12, 2025 | Educational
A 1031 tax-deferred exchange can be appealing to investors because of the opportunity to sell an investment property and reinvest the proceeds into a new property, allowing them to defer capital gains taxes. However, some clients have inquired if they can use an...
by opes | May 6, 2025 | Educational
Whether you work for Apple or another tech company, you may have stock compensation, including restricted stock units (RSUs), as part of your total compensation package. What happens to your RSUs if you leave the company? Here are a few scenarios to consider: Have...
by Mark Duvall | Dec 20, 2024 | Educational
Individuals with substantial estates require advanced tax planning strategies to help reduce significant tax liabilities during their lifetime and for their heirs after passing. A living trust is one tool high- and ultra-high-net-worth clients can consider. When a...
