Exercise Options Using a "Stock Swap"

Posted by Jason Pfannenstiel on June 19, 2018

If you're like most professionals with Incentive Stock Options (ISO) or Non Qualified Stock Options (NQSO), when it comes time to exercise, you will either use cash on hand or sell your current stock to generate cash for the purchase.

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Topics: Startups, Tax Planning, Estate Planning

Advantages of a DAF (Donor Advised Fund)

Posted by Daniel Potts on June 2, 2017

Looking for a vehicle to offload your appreciated assets without paying capital gains taxes? How about one that satisfies your desire to help those in need? A Donor Advised Fund may be the best option for you.

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Topics: Estate Planning, Charitable Giving, Tax Planning

The Virtues Of A GRAT

Posted by Jason Pfannenstiel on November 28, 2014

The Virtues of a Grantor Retained Annuity Trust

Living trusts are a great financial planning tool that are a great way to take care of your family for generations to come.

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Topics: Estate Planning

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