If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability.
How to Coordinate a Donor Advised Fund and Your Equity Compensation
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Category: Donor Advised Fund
What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock
When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation.
NEW! The Ultimate Guide to Equity Compensation
Understand what you have, what you should consider, and what ultimately matters to you.
Hi, I'm Daniel Zajac, CFP®, EA
Understand what you have, what you should consider, and what ultimately matters to you.