When deciding on the best entity type for your business, there are several factors to consider, especially when it comes to taxation. One popular option for small and medium-sized businesses is the S-Corporation election, which can provide significant tax savings as well as limited liability.
Read MoreThe AI industry is experiencing unprecedented growth, with advancements in technology rapidly transforming various sectors. As the industry continues to expand, employees at AI companies face unique challenges and opportunities that require careful consideration and strategic planning.
Read MoreBusiness owners have significant flexibility with tax deductions, offering numerous tax advantages depending on their specific line of business. It's crucial to stay informed and proactive in identifying these opportunities to maximize your tax benefits.
Read MoreAs a business owner or entrepreneur, managing your expenses wisely can significantly affect your bottom line and your tax bill. One area where you can realize substantial tax savings is through the strategic deduction of your car's operating and ownership costs.
Read MoreOnce you've reached financial independence, understanding the emotional and psychological stages you may go through can help you navigate this new phase of life. Here’s how to embrace and make the most out of each stage post-financial independence.
Read MoreStarting a business involves decisions on various crucial factors. It's imperative to carefully assess each of these aspects to ensure well-informed choices that are cohesive with your business goals and future aspirations.
Read MoreIn the dynamic landscape of the tech industry, there are many considerations when applying for and evaluating job opportunities. Securing a job offer should not just be about your total compensation, especially if you have to materially rely on a promise of future financial rewards tied to the company's success for your own success.
Read MoreIn today's digital age, safeguarding your personal information is more crucial than ever. With identity theft and fraud on the rise, it's imperative to take proactive steps to protect yourself. Below, we've outlined some essential methods to shield yourself against potential threats.
Read MoreReddit has been a hot topic lately in the financial world as the company files for IPO in March of 2024. For Reddit employees or former employees with equity holdings, it is crucial to approach this IPO with a well-informed financial planning perspective.
Read MoreYou can do better than indexing…
Read MoreWhen launching a startup, there are several key considerations that you should keep in mind. It's important to carefully evaluate each of these elements to make informed decisions that align with your business objectives and long-term plans. Here’s a guide for startup founders to build your company.
Read MoreInvestors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.
Read MoreIn this presentation to other financial planners Kiersten demonstrates her deep knowledge of company equity and various financial planning strategies to consider.
Read MoreFor Instacart employees or former employees with equity holdings, it is crucial to approach this IPO with a well-informed financial planning perspective.
Read MoreThe tech industry is renowned for its fast-paced environment, innovation, and potential for high reward. However, the demanding nature of the work often causes burnout and stress. If you find yourself trapped in a stressful tech job that is taking a toll on your mental and physical well-being, it may be time to consider making a change.
Read MoreSo you’ve noticed your grocery bill, restaurant bill, family vacations, home appliances, gasoline, and even homes prices and stocks have all gone up significantly more than the official Consumer Price Index (CPI) numbers. Even if your wage increases have kept up with inflation you may be feeling like you just can’t keep up with price increases.
Read MoreQSBS status can lead to substantial tax savings when you sell your shares, making it an attractive option for those involved in startups. In this blog post, we'll briefly explore what QSBS status is and the steps you can take to qualify for it.
Read MoreSudden market downturns can be unsettling. But historically, US equity returns following sharp declines have, on average, been positive. A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year, three-year, and five-year periods following steep declines. Cumulative returns show this trend to striking effect, as seen in Exhibit 1.
Read MoreMuch like other disruptive technologies, Bitcoin has been heavily criticized and largely misunderstood. It is now positioned to challenge the legacy finance system as it reshapes our understanding of money.
Read MorePlanning to start a family as an LGBTQ+ couple or single person has some unique challenges that an intended parent, or parents, must consider.
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