Word around the water cooler.

  1. How are Stock Options Taxed?

    Knowing the difference between the types of stock options is essential when it comes to figuring out how to pay taxes on them. Here’s a primer.

  2. Here’s What Happened in the World of Small Business in May 2021

    If you’ve been focused on your business reopening (or if you’re on that first vacation in over a year!) you might have missed these five things happening in the world of small business.

  3. Why is your tax refund delayed?

    Your refund may be delayed for several reasons, including a short-staffed IRS. Here’s what to do if you’re still waiting on your refund.

  4. What’s in the Biden Tax Plan?

    It’s been clear since the presidential campaign that a Biden presidency could mean big changes to the tax code. Here’s a roundup of what he’s proposing.

  5. What is wealth management? (And is it something that would help you?)

    Wealth management can help a family navigate their financial journey, including financial planning, investment management, estate/legacy planning, and tax strategies.

  6. SBF ranks #1 Best Places to Work!

    How do you create a great company culture? Three local Best Places to Work leaders weigh in on how to build and sustain a great workplace culture, even during a pandemic.