Assets Compensation Planning Strategic Planning 
The Big Picture
JULY 23, 2025
Joey is the equity compensation expert at my firm, and he is one of my partners. What are the most common types of equity compensation plans today that companies are offering and how do these differ? When do these option plans actually show up as real assets to the employee? Full disclosure.
Yardley Wealth Management
FEBRUARY 4, 2025
Key Takeaways: Maximize available deductions through strategic planning Consider timing of income recognition and deductions Leverage investment and charitable giving strategies Stay informed about AMT implications Regularly review and update your tax strategy FAQ Q: What are the best tax deductions for high-income earners?
Zoe Financial
MARCH 22, 2023
A significant upside to having a Roth IRA is the tax-free growth of the assets, so in fact, a Roth IRA should be the last money that someone uses and perhaps doesn’t even use at all since it can be passed onto their heirs for ten more years of tax-free growth under current law! However, this is a mistake.
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