Daniel Krolikowski, MBA, CPA’s Post

LAST CALL for Withum's webinar on the "Basics of Qualified Small Business Stock and Equity Compensation and Their Impact on Tax Planning." If you are not familiar with #QSBS, it is a powerful planning tool to avoid paying taxes on the sale of qualified stock. And by powerful I mean MILLIONS of dollars (💵). Sign up below! https://lnkd.in/dbw3PbWB

Crafting an equity compensation plan requires a host of interrelated factors. Read this article to learn about what you should consider. https://ed.gr/d4o5c

One of the basics of finance is the power of compounding interest. It's the concept that convinces a lot of folks (especially young ones) to start investing now. This month, we want to talk about a PPLI version of this concept – the power of tax-free compounding. Essentially, this is the idea that a properly structured PPLI may provide a tax-deferral (especially when talking about certain tax-inefficient investments) that serves a similar function. Without the tax drag, an investor can create a larger legacy to leave to their heirs. Stay tuned all month long as we dig into the topic.

RSUs are one of the most common forms of equity compensation, yet so few people understand: - how they work - how they are taxed - and how to maximize them Without understanding these key components, you are never going to leverage them properly So if this is you and you have RSUs, you need to read this weeks blog post I wrote

Now that your Company Stock has fallen, what should you do with all that ESPP? Join me for a 20-minute webinar that looks at this issue from both a tax and an investment perspective. https://lnkd.in/gdJ3qgDs #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #MarketCrash #CompanyStock #RSUs #ESPP #LongTermPortfolio #RealEstate #Assets

It gets real when the numbers are involved.

When do you sell your Company Stock? In this 20-minute webinar, I’ll focus on RSUs and create a process to convert them into real money for your Financial Life. https://lnkd.in/gtX9H5sW #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #CompanyStock #RSUs #ESPP #LongTermPortfolio

When do you sell your Company Stock? In this 20-minute webinar, I’ll focus on RSUs and create a process to convert them into real money for your Financial Life. https://lnkd.in/g4UTP5Zv #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #CompanyStock #RSUs #ESPP #LongTermPortfolio

QSBS continues to remain a hot topic! Join our Founders and Tech Executives Services Team for what is sure to be an insightful discussion on these tax planning opportunities!

Equity reward planning divides opinion when it comes to the best strategy. When it comes to rolling out an equity reward plan for your scaleup, it definitely takes time and careful consideration. You want to get it right first time and kick on building your business with an incentivised team. Our killer tax duo - Andrew Holloway and James Peck are joining forces to bring you our 👉 Share Options for Scaleups webinar. 📅 27th Feb 🌍 Online ⌚ 12.30-1.30pm 🍔 Get your lunch and learn! 🎫 Reserve your spot in the comments below We’ll be covering: 👌 EMI - the basics, the highlights, and the key limits to watch out for as you scale. 📈 Growth Shares - equity reward - the joys of hurdles & tax valuations. 👍 CSOP - back in vogue, EMI's big bro. 🎫 Unapproved share options - not massively efficient, but useful when required! Join us to ensure you're moving in the right direction when it comes to share options and equity reward planning in 2024. Link in comments and here (as LI have changed their approach to comments) 🔵 https://lnkd.in/e7qcCc4w #EMI, #CSOP, #GrowthShares, #whatelse??