Navigating Employee Benefits: Health Insurance Plans and Health Savings Accounts (HSAs)

March 29th, 2024 by Blake Pinyan

When it comes to selecting employee benefits, timing and thorough consideration for each decision you make are very important. Once you’ve made your selections, changes are typically locked in until

2024: Your Guide to Contributions and Tax Law Changes

March 2nd, 2024 by Blake Pinyan

2024, along with the enactment of SECURE Act 2.0 brings some significant changes to Plan Contribution Limits in addition to Tax Law Changes which could affect your Financial Plan. Changes

A FinCEN Report Is Required In 2024 For Many Small Business Owners

January 29th, 2024 by Blake Pinyan

Overview The 2021 Corporate Transparent Act has introduced new reporting requirements for many small to mid-size business owners. Beginning 01/01/2024, many corporations, limited liability companies (LLCs), limited partnerships, and other

Unraveling Employee Stock Purchase Plans (ESPPs)

December 19th, 2023 by Blake Pinyan

Employee Stock Purchase Plans (ESPPs) serve as effective tools to foster engagement and motivation by offering you an opportunity to partake in the progress of your company. Functioning as a

Restricted Compensation: Your Guide to Restricted Stock and Restricted Stock Units (RSUs)

November 17th, 2023 by Blake Pinyan

Restricted Stock and Restricted Stock Units (RSUs) represent distinctive forms of Equity Compensation, marked by notable differences when compared to Stock Options. In this exploration, we will dissect the definitions

Stock Options 101: Terminology, Types & Tax Treatment

October 24th, 2023 by Blake Pinyan

Navigating the world of Stock Options can be a thrilling yet intricate endeavor. While expertise isn’t a prerequisite, a foundational understanding proves invaluable, particularly if you’ve been awarded or anticipate

Should You Purchase a Rental Property? It Depends

September 27th, 2023 by Blake Pinyan

Rental properties have gained significant popularity in recent years, thanks in part to the influence of social media platforms like TikTok, which portray them as a top-tier investment opportunity. While

The College Financial Aid Application (FAFSA) Is Changing For The 2024-2025 School Year!

August 28th, 2023 by Blake Pinyan

The Consolidated Appropriations Act, passed on December 27, 2020, brought significant changes to various aspects of legislation. One noteworthy inclusion within this comprehensive bill was adjustments to the Free Application

Chat GPT: Should We Be Worried Or Excited?

July 12th, 2023 by Blake Pinyan

On November 30, 2022, OpenAI, an AI and research company, made a groundbreaking advancement in the field of artificial intelligence with the introduction of Chat GPT. Since then, it has

Have a Pension Benefit? – Decision Time

June 8th, 2023 by Blake Pinyan

Pensions used to be the primary retirement benefit for employees, representing a promise to pay a certain amount of money based on years of service and compensation. However, due to