Videos
How to Avoid Common RSU Tax Mistakes
Restricted stock units can be a powerful part of an executive’s compensation, but if the tax side isn’t handled strategically, they can cause more problems
Post-Election Tax Changes: What They Could Mean for You
The tax landscape is poised for major shifts in 2025. In this video, Jeff McClean, CEO of Solidarity Wealth, and Lynn Evans, Tax Advisor &
Strategies for Navigating a High-Income Year
For entrepreneurs and executives, a high-income year—whether from a capital event like selling a business or a large bonus—brings both opportunities and challenges. Managing the
2025 Market Outlook
As we dive into 2025, we’re excited to share our outlook on the markets. While many are fixated on pessimism, we’re taking a fresh approach:
Qualified Small Business Stock: A Tax Game-Changer for Business Owners
As a business owner, imagine your first $10 million in gains being completely tax-free. This is the power of Qualified Small Business Stock
Tune Out the Noise and Stick to Your Plan
By Danny Clark, Certified Private Wealth Advisor® Are you overwhelmed by the constant barrage of financial advice from the media and your friends? Do