How Do Stock Options Impact Your Tax Liability?

How Do Stock Options Impact Your Tax Liability?

By Jason Epps, CFP®, CRPC®  If you’re an employee, taking time to understand your benefits package is crucial for making informed decisions about your compensation—and financial future. In addition to health insurance and retirement plans, stock options play a...
Your End-of-the-Year Checklist for Small Business Owners

Your End-of-the-Year Checklist for Small Business Owners

By Jason Epps, CFP®, CRPC®      As the calendar approaches its final pages and the holiday season draws near, it’s a pivotal moment for small business owners to take stock of their operations and financial standing. While many are focused on festivities and...