Understanding the 83(b) Election: A Guide for Startup and Tech Employees
In the dynamic world of startups and tech companies, equity compensation is a common way to attract and retain top talent. Among the...
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Angella Welcome
- May 21
Reflections from My First NAPFA Conference
Having recently transitioned from the investment management industry to my new role as an advisor with Pioneer, I was thrilled to have...
Nicole Renaux
- Mar 26, 2019
Planning When There is a Large Age Gap
Retirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
Milad Taghehchian, CPA, CFP(R)
- Oct 4, 2018
Meals and Entertainment Deduction Still?
For more than three decades companies have been able to deduct 50% of meals and entertainment expenses directly related to business...
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