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Category: Business Owners

Winners and Losers in the 2022 Inflation Reduction Act

By Bruce Starks, CPA, CFP® | December 29, 2022

The Scenario Laws enacted by those ladies and gentlemen we send to Congress are seldom a panacea for all. The 2022 Inflation Reduction Act certainly fits that mold, as will be evident when we summarize the winners and losers under the Act. But first, here’s a quick editorial note—as with all of our articles, the…

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Avoid Common Business Succession Failures

By Bruce Starks, CPA, CFP® | December 15, 2022

Why do many small businesses fail after a transition to new leadership? Because the business owner did not plan the transition! Sadly, these business failures can often be traced to wholly preventable causes. So how should a savvy advisor with business owner clients or prospects respond to these avoidable causes of business failure? Use this…

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Making the Most of Restricted Stock Awards

By Bruce Starks, CPA, CFP® | November 24, 2022

The Scenario Your client received a Restricted Stock Award (RSA). So naturally, they have questions that may range from the basics to maximizing the after-tax value. This article reveals how RSAs work, their pros and cons, and tax issues. How RSAs Work Restricted Stock Awards (RSAs) are a form of equity-based nonqualified deferred compensation granted…

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How to Avoid Incentive Stock Option Traps

By Bruce Starks, CPA, CFP® | November 10, 2022

The Scenario Your client was granted incentive stock options (ISOs) by their employer. If your client is like many, the next question could be, “what are my next steps?” The next steps would generally include a brief review of what ISOs are and how they work. We’ll address those steps and then identify how to…

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