The tax surprise lurking in bonuses

Getting a bonus is great news, and while there’s an abundance of advice around how to spend (or save) bonus compensation, there’s less coverage about something arguably more important: taxes. The way bonuses are taxed can sometimes surprise folks, so we put together a guide to help you prepare. 

Checklist: Changing jobs

This checklist can help you keep track of some of the high-level decisions you likely need to make when changing jobs. In addition to reviewing what you might want to consider in this checklist, we can also meet to discuss whether any changes to your overall plan may be necessary.

Roth conversions: When (and why) they make sense

Roth IRAs can be a great tool when it comes to both tax strategy and income planning in retirement. This article explores why we might make that recommendation by answering a few key questions.

Investment accounts: Do you have a tax strategy?

When we talk about diversification, there’s more to consider than just what mix of stocks and bonds you have in your portfolio. We also want to consider the type of accounts you have those assets in. Let's dive in.

Deferred comp: The amazing benefit no one is using

Deferred compensation is one of the most powerful tax minimization tools legally available. But because it’s uncommon, many executives don't know enough about how it works to take full advantage of the offering. This explainer can help ensure you don't miss out.

Leverage 101: How to get strategic about debt

Whether it's student loans, a mortgage, or credit cards, debt is a reality for most of us. With inflation and interest rates front and center, there’s never been a better time to review the basics of smart debt.

Quorum Private Wealth – Dylan O’Shea FAQs

Equity compensation: An overview

The trend toward equity compensation has only accelerated over the past decade as companies look for new and creative ways to attract and retain top talent. Generally speaking, we tend to look at equity compensation as a hierarchy, with restricted stock units (RSUs) as the most valuable offering, followed by incentive stock options (ISOs), and then non-qualified stock options (NSOs). We also consider employee stock purchase plans. Let’s look at why that is.