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MFAC-FA BLOG
Tad Jakes, CFP®, EA, ECA
Dec 10, 20244 min read
Tax-Smart Moves for Your Stock Awards Before the Year Ends
As the year draws to a close, it’s important for employees with equity compensation to review their holdings in restricted stock awards...
Tad Jakes, CFP®, EA, ECA
Aug 23, 20248 min read
Restricted Stock Units (RSUs): Key Considerations to Maximize Value
Restricted stock units (RSUs) are a popular form of equity compensation for publicly traded companies seeking to attract and retain top...
Tad Jakes, CFP®, EA, ECA
Aug 13, 20246 min read
Creating a Strategy for Exercising Non-Qualified Stock Options
The world of equity compensation has grown over the past few decades. With employers looking for new ways to attract, retain, and...
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