Living in Seattle and primarily working with individuals and families in the tech industry, I’m very in touch with our burgeoning tech scene. Industry titans such as Amazon, Microsoft, Facebook, Apple, and Google, all have large offices here. If you work in the tech industry you’re also likely familiar with the variety of equity compensation structures …
Since the mid-1990’s, the internet and the digital age have transformed the way we live. Technology has been the foundation for industry disruption and as a result, there continues to be an opportunity for technology companies to rise from a small start-up to a full-fledged public company in a matter of years. With the sudden …
My Company’s Tech Stock is Booming! What Should I Do? Read More »
The new tax bill, the Tax Cut and Jobs Act (TCJA), was passed at the end of 2017. It’s the largest tax reform we’ve seen in the U.S. since President Reagan. There are many important changes that will affect your taxes in 2018 and beyond. This article will attempt to shed light on the changes …
The annual gift tax exclusion in 2018 allows up to $15,000 to be transferred tax-free. Meaning cash gifts received or made, from anyone, over that limit are taxed. If you’ve ever received a generous gift from someone, you might be wondering who pays gift taxes? How does the gift tax work? And why is there a …
Who Pays Gift Taxes? And Gifting Strategies for Millennials Read More »
