Phantom Stock Plan Taxation for Privately Held Business Executives

As an executive at a closely held or private business, you know just how profitable and valuable a private business can be. You may want to join the ownership ranks of that business but have met resistance in becoming a formal shareholder or the firm may simply be too...

What You Need to Know: 2021 Democratic Tax Proposal

The 2021 Democratic tax proposal that just came out of the House Ways and Means committee has a number of surprises in it but mostly sticks to a theme “tax high income earners and the uber-wealthy.” While the proposal is not law, there are some planning issues you...

The Mega Backdoor Roth IRA

  photo by Andrea Piacquadio via pexels.com Rachel is a high earning soloprenuer.  While she’s already contributing the maximum to her pre-tax 401(k) plan, she still has a substantial amount that she would like to put towards her retirement but she makes too much...

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