Executive pay decisions run on their own calendar. A dated checklist for 2027 deferral elections, RSU withholding, ISO exercises under the 2026 AMT rules, 10b5-1 plans and 401(k) catch-ups.
Some 2026 tax moves must be finished by December 31 and others can wait until April 15, 2027. A dated checklist, plus how the new charitable, senior and SALT rules change the math this year.
If you are over 70½, give to charity and have an IRA, a qualified charitable distribution is usually the cheapest way to give. Here is how it works, the 2026 limits and the mistakes to avoid.
RMDs start at 73 for most retirees today and 75 for younger ones. Here are the 2026 rules, the penalties, and the five ways to shrink the tax bill they create.
Nonqualified deferred compensation can be one of the best tax tools an executive has, or an unsecured loan to an employer. Here is how to tell which one you are looking at.
RSUs and stock options are taxed differently, vest differently and call for different decisions. Here is a plain guide to what happens at vest and what to do about it.
Three retirement plans do most of the work for Utah business owners. Here is how a SEP IRA, a Solo 401(k) and a cash balance plan differ, and how to tell which one fits your business this year.