This month the Parkside blog comes in the form of a podcast. In this recent episode of Founders and Friends, Scott Orn of Kruze Consulting interviews Parkside’s Audrey Grubman and Christina Kramlich on relevant financial topics for startup employees, founders, and investors. As many of our clients know, Audrey has worked with startup employees since establishing the firm in the mid-90s. The podcast reviews various forms of equity compensation and discusses the reasons to understand the details of one’s compensation very early on and make a plan. There are also some common pitfalls that founders and startup execs should keepRead More
Reviewing Tax Returns: 7 Opportunities for Tax Reduction
When we sit down with new clients to review their recent federal and state tax returns, we often find opportunities for tax reduction.
Are you withholding for taxes at the proper level in 2018?
Are you withholding for taxes at the proper level in 2018? The Tax Cuts and Jobs Act (TCJA) made significant changes to the tax rules and double checking may avoid possible penalties.
Opportunity Development Zones
Part of the new tax law designates 8,000 low-income areas throughout the U.S. as Opportunity Development Zones. What our clients need to know about the tax benefits and potential social impact opportunity.
A Terrific Way to Increase Retirement Savings
401(k), Roth 401 (k)... and now after-tax 401(k) options. We’ve weighed the pros and cons of each, and give you our advice on which retirement plan to choose.
The 7 Benefits of Donor-Advised Funds
A donor-advised fund is like a mini-foundation that anyone can set up without the expense or a lot of paperwork, and it comes with other perks.
Questions to Ask a Potential Financial Advisor
When you’re in the market for a financial advisor, you want to find one that’s going to be a perfect fit in the long run. What questions should you ask?
Active Versus Passive Investment Management—Our Philosophy
The common myth is that a smart investment genius can outwit the system with his choices, but “crowd-sourced” investment is usually far more successful.
Are Robo-advisors as Worthy as Real CFP® Professionals?
Is it a good idea to use online “robo-advisors” for financial or investment advice versus a real, live CFP professional? We don’t think so.