Proactive tax planning can reduce your overall tax liability and set you up for long-term financial success. Learn more about tax opportunities for your 2021 return.

Many people rush to get in last-minute tax planning before December 31, but what tax moves should be on your mind before April?

Many believe the end of the year is the perfect time to exercise stock options, but January can open up more opportunities, like tax planning and strategic wealth decisions.

Restricted stock awards (RSAs) are typically awarded to key or early-stage employees at the executive level. On the other hand, restricted stock units (RSUs) are commonly distributed across most levels for full-time employees. What other critical differences should you understand between the two? Find out!

Equity compensation is a powerful wealth-building tool if you know how to leverage it. Learn more about building an intentional equity strategy.