By Colleen Weber, CFP®, CPA Equity compensation is an excellent employee benefit that fosters loyalty and increases retention rates, all without the initial expenses of raising base salaries or contributing to retirement plans. As a result, it has gained increasing popularity among many employers. However, if you are an employee...

By Colleen Weber, CFP®, CPA In 2025, a number of laws introduced in the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire. This “sunset” could lead to significant tax adjustments that may affect both individuals and businesses. As a CPA and a CFP®, during pivotal moments like...