Bruce R. Barton, CFP® CFA June 1, 2021 Financial Planning Post-IPO Financial Planning—Exploring What’s Possible Bruce R. Barton, CFP® CFA June 1, 2021 Financial Planning How scenario analysis and Monte Carlo simulation techniques can help you explore your post-IPO financial situation as well as what’s possible.
Bruce R. Barton, CFP® CFA May 14, 2021 Tax Planning California Income Tax and Residency, Part 2: Equity Compensation and Remote Work Bruce R. Barton, CFP® CFA May 14, 2021 Tax Planning How does California residency (or non-residency) tie into your equity compensation? We look at the tax rules as well as the remote-work trend.
Bruce R. Barton, CFP® CFA April 15, 2021 Tax Planning California Income Tax and Residency, Part 1: The Basics Bruce R. Barton, CFP® CFA April 15, 2021 Tax Planning Considering moving out of California to avoid paying income tax on upcoming gains? Read on to learn more about what you need to consider.
