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Making the Most of Equity Compensation, the Qualified Small Business Stock Exclusion and Economic Opportunity Zones

March 8, 2019 by Parkside Advisors

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

Filed Under: Financial Planning, Investment Management, Tax Planning

Reviewing Tax Returns: 7 Opportunities for Tax Reduction

November 29, 2018 by Parkside Advisors

When we sit down with new clients to review their recent federal and state tax returns, we often find opportunities for tax reduction.

Filed Under: Financial Planning, Tax Planning

Are you withholding for taxes at the proper level in 2018?

October 3, 2018 by Parkside Advisors

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.

Filed Under: Tax Planning

Opportunity Development Zones

September 5, 2018 by Parkside Advisors

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.

Filed Under: Investment Management, Tax Planning

A Terrific Way to Increase Retirement Savings

October 18, 2016 by Parkside Advisors

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.

Filed Under: Financial Planning, Tax Planning

The 7 Benefits of Donor-Advised Funds

September 19, 2016 by Parkside Advisors

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.

Filed Under: Financial Planning, Tax Planning

Questions to Ask a Potential Financial Advisor

August 22, 2016 by Parkside Advisors

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?

Filed Under: Financial Planning, Investment Management, Tax Planning

Active Versus Passive Investment Management—Our Philosophy

August 8, 2016 by Parkside Advisors

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.

Filed Under: Investment Management, Tax Planning

Are Robo-advisors as Worthy as Real CFP® Professionals?

July 25, 2016 by Parkside Advisors

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.

Filed Under: Financial Planning, Tax Planning

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