Forbes By Brett Holzhauer on April 7, 2021 As the economy reopens, and you begin to spring clean your finances, Mallon FitzPatrick advises all to remember to budget for activities you were forced to give up in 2020. Read his post-pandemic
financial planning
Executive Compensation Series: Other Types of Compensation
March 5, 2021 - Frankie Corrado discusses other types of compensation plans like non-qualified deferred compensation and employee stock purchase plans and financial planning considerations to keep in mind. Disclosures Financial
Letting Go of Assets is Hard—Paying Millions More in Taxes, Even Harder
By Mallon FitzPatrick, CFP® March 3, 2021 - Giving up control is hard. As financial planners, we hear it in clients’ voices and see it on their faces: parting with money that took a lifetime to acquire can feel like a wrenching, identity-erasing
Executive Compensation Series: Restricted Stock
Feb 26, 2021 Frankie Corrado discusses Restricted Stock – what it is and important financial planning strategies that can be used to help you build your wealth. Disclosures Financial planning services offered through Robertson Stephens
Executive Compensation Series: Incentive Stock Options
Frankie Corrado talks about Incentive Stock Options (ISO) and some financial planning considerations. Learn from real life examples and how Incentive Stock Options could potentially fit into your financial
New Stimulus Deal: Part II – Key Takeaways for Businesses
January 15, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the CARES Act, modifies and extends existing programs, and ends a few key programs. Tune in to Part 2 of this 2-part series as Managing
New Stimulus Deal: Part I – Key Takeaways for Individuals
January 8, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the Cares Act, modifies and extends existing programs, and ends a few key programs. Watch Part 1 of this 2-part series as Managing
2020 Year-End Planning Webinar
November 12, 2020 Frank Corrado, Frankie Corrado and Kevin Talty sit down and discuss year end planning strategies regarding : Defer, reduce or accelerate taxable income Defer, reduce or accelerate tax deductions How to leverage the low
CARES Act Webinar April 14, 2020
Robertson Stephens' Frank Corrado, Frankie Corrado, and Kevin Talty discuss the CARES Act and its implications on individuals and businesses. https://www.youtube.com/watch?v=mFlw8Mjg93g&feature=youtu.be Watch it on
