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21 Mar
5 Strategies to Incorporate Equity Compensation Into Your Financial Plan
5 Strategies to Incorporate Equity Compensation Into Your Financial Plan

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 with equity compensation, you should be mindful of important nuances. In this article, we explore the ins and outs of these plans and demonstrate how you can integrate them into your overall financial planning strategy.

Many of our clients are unsure how to leverage or optimize equity compensation in their portfolios. At Colleen Weber CPA, CFP®, our team is well-versed in equity compensation models and can assist you every step of the way. Here are five tips to help you begin making the most of your equity compensation benefits.

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04 Mar
2025 Tax Sunset: What You Need to Know and How to Prepare
2025 Tax Sunset: What You Need to Know and How to Prepare

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 the 2025 Tax Sunset, I strive to support both current and prospective clients by providing comprehensive information to support you in making well-informed and up-to-date financial planning choices.

In this post, I explain what to anticipate from the 2025 Tax Sunset, covering the expiring provisions and potential implications.  

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