Blog & Media Mentions

Adoption Tax Credit

What is the adoption tax credit?

You may be able to claim a tax credit for expenses you paid to adopt a child. In 2021, you can claim an adoption tax credit of up to $14,440 (up from $14,300 in 2020) of qualified adoption expenses per eligible child (including a child with special needs). Use IRS Form 8839 to claim the credit.

Year-End Financial Planning Checklist

Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a checklist of key topics to think about, including new tax and retirement considerations related to the COVID-19 pandemic.

Tax-Savings Opportunity for NQSO Holders

If you’re lucky enough to hold nonqualified stock options (NQSOs), you may be wondering what they’re worth right now. Perhaps you’ve been fortunate enough to see your company’s share price increase since you received your NQSOs, but you’ve been waiting to exercise your options. Now, given the recent market downturn and volatility, you may feel as though you missed your chance to lock in maximum profits. That’s not necessarily true. But, true or not, the current market environment could present a different kind of opportunity when you exercise your NQSOs.

Coping with Financial Anxiety in Uncertain Times

As news of the coronavirus continues to dominate the headlines and cause turmoil in the markets, it’s understandable that you may be concerned about your portfolio. Financial anxiety can have a profound impact on your quality of life—so we thought we’d share some tips to help you minimize stress during these uncertain times.

Q&A: Understanding the New CARES Act direct response to COVID-19 pandemic

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act has been enacted as a direct response to the COVID-19 pandemic and is intended to provide immediate and ongoing economic relief to individuals and businesses affected by the crisis.    The following Q&A covers key questions you may have about the legislation.

Productive Quarantine Activities: Tune-Up Your Finances

Nobody was expecting all this time stuck at home. One productive way to use some of this time is to tune-up your finances.

What Does the Coronavirus Mean for Investors?

In recent weeks, news of the coronavirus has dominated the headlines. But while the health risks have been well documented, what about the risk to our investments?

Gender Lens Investing

“It is my humble opinion that gender equanimity in our financial structure is a cornerstone to continued trickle down economic growth” says Sutherland, “I vigilantly watch to identify strategies that share this investment premise.”

CalSavers Education, If You are a California Employer You'll Need to Know This!

By now you may have heard the news that California business owners with five or more employees will be required by a new mandate to set up a retirement plan or enroll employees into CalSavers. So, what's driving the law?......

Salary and Career Advancement

Having a well-paying job is a major concern for most people, but it's no secret that there's often a gender gap when it comes to pay.