83(b) Election for Stock Options and Restricted Stock
Key Summary: An 83(b) election lets founders and early employees buy unvested stock and recognize the taxable gain now (if any), instead of when the
Financial planning and investment insights tailored to individuals expecting sudden wealth from company stock options, sale of a business, inheritance, or trust fund distribution. Develop a strategy to make the most of the windfall and design an investment plan going forward. If you’re expecting a lump sum from an inheritance, sale of a business, trust, or stock options after an IPO, you’ll want to get a plan in place to best utilize your sudden wealth. An unexpected windfall can change your life.
Key Summary: An 83(b) election lets founders and early employees buy unvested stock and recognize the taxable gain now (if any), instead of when the
Key Summary: After selling a business, take your time with big decisions and know your after-tax proceeds before doing anything. A financial planner can help
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the
Taxachusetts is back. In November 2022, proponents of the Massachusetts ‘millionaires’ tax won their bid to nearly double the income tax rate on individuals with
Key Summary If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. Trusts