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Debunking 5 Common Tax Myths

By Nicholas Gertsema, CFP®, ChFC®, RICP®, AIF®, CEO and Wealth Advisor   When it comes to tax planning, there’s no shortage of widely held beliefs and misconceptions about the tax code.
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Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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