Unraveling Employee Stock Purchase Plans (ESPPs)

December 19th, 2023 by Blake Pinyan

Employee Stock Purchase Plans (ESPPs) serve as effective tools to foster engagement and motivation by offering you an opportunity to partake in the progress of your company. Functioning as a

Restricted Compensation: Your Guide to Restricted Stock and Restricted Stock Units (RSUs)

November 17th, 2023 by Blake Pinyan

Restricted Stock and Restricted Stock Units (RSUs) represent distinctive forms of Equity Compensation, marked by notable differences when compared to Stock Options. In this exploration, we will dissect the definitions

Stock Options 101: Terminology, Types & Tax Treatment

October 24th, 2023 by Blake Pinyan

Navigating the world of Stock Options can be a thrilling yet intricate endeavor. While expertise isn’t a prerequisite, a foundational understanding proves invaluable, particularly if you’ve been awarded or anticipate

Should You Rent Out A Property? It Depends

September 27th, 2023 by Blake Pinyan

Rental properties have gained significant popularity in recent years, thanks in part to the influence of social media platforms like TikTok, which portray them as a top-tier investment opportunity. While

The College Financial Aid Application (FAFSA) Is Changing For The 2024-2025 School Year!

August 28th, 2023 by Blake Pinyan

The Consolidated Appropriations Act, passed on December 27, 2020, brought significant changes to various aspects of legislation. One noteworthy inclusion within this comprehensive bill was adjustments to the Free Application

Chat GPT: Should We Be Worried Or Excited?

July 12th, 2023 by Blake Pinyan

On November 30, 2022, OpenAI, an AI and research company, made a groundbreaking advancement in the field of artificial intelligence with the introduction of Chat GPT. Since then, it has

Have a Pension Benefit? – Decision Time

June 8th, 2023 by Blake Pinyan

Pensions used to be the primary retirement benefit for employees, representing a promise to pay a certain amount of money based on years of service and compensation. However, due to

Student Loan Forgiveness or Forget About It?

May 15th, 2023 by Blake Pinyan

Since the beginning of the COVID-19 pandemic, student loans have been a subject of much attention. With so many changes in just the past few years, it has become difficult

There’s A New Tax Day For Most Californians!

April 18th, 2023 by Blake Pinyan

Tax Day 2023 has arrived for most of the Country, April 18.  This is the deadline to officially file your individual tax returns or face potential penalties and interest.  There

SECURE ACT 2.0: What The New RMD Rules Mean For You

March 16th, 2023 by Blake Pinyan

Required Minimum Distributions (RMDs) have been in effect for almost 40 years. They were born from the Tax Reform Act of 1986 and originated with a starting age of 70-1/2.