Diversify Your Holdings to Reduce Investment Risk
Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One
Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One
Merger and acquisition activity in many industries slowed during 2020 due to COVID-19. Analysts do expect it to improve in 2021, however, as the country comes out of the pandemic.
Are you thinking about selling stock shares at a loss to offset gains that you have realized during 2020? If so, it is important not to run afoul of the
If you are planning to sell assets at a loss to offset gains that have been realized during the year, it is important to be aware of the “wash sale”
When the value of a stock skyrockets, its investors may think they have hit the jackpot, but if the stock in question is part of a ‘pump-and-dump’ scheme, investors may,
Does your company have policies in place regarding the use of hedging transactions by company insiders? Final Securities and Exchange Commission (SEC) guidance will soon require public companies to disclose
A tried-and-true year-end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies, you can claim a charitable deduction, but did you know that
Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences of such compensation can be complex; subject to ordinary-income, capital
Backdated stock options can be particularly lucrative for the executives who receive them. However, companies must be careful about how they award them. It is fraud when options are backdated