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Category: Corporate Executive

Winners and Losers in the 2022 Inflation Reduction Act

By Bruce Starks, CPA, CFP® | December 29, 2022

The Scenario Laws enacted by those ladies and gentlemen we send to Congress are seldom a panacea for all. The 2022 Inflation Reduction Act certainly fits that mold, as will be evident when we summarize the winners and losers under the Act. But first, here’s a quick editorial note—as with all of our articles, the…

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Building Wealth with Nonqualified Stock Options

By Bruce Starks, CPA, CFP® | April 6, 2022

The Scenario Your client was granted nonqualified stock options by their employer. A typical client question might be, “How do I get the most from my options?” Savvy advisors position themselves to respond to that question. We will address vital guidance-driven considerations, including: Understanding Nonstatutory Stock Options, Keeping Your Eyes on the Calendar, and Cutting…

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