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• Restricted Stock Units: 5 Essential Tax and Financial Planning Strategies

  Posted Date August 1, 2025 Posted Time 12:00 am Published in Service2Client

  🖨 Print⏱ 4 min readReceiving restricted stock units (RSUs) may seem straightforward, but the tax and financial planning complexities can catch many employees off guard. Understanding these key strategies might help you avoid costly mistakes and optimize your financial outcomes. 1. Manage Tax Withholding at Vesting The most common pitfall with RSUs is inadequate tax withholding when shares vest. Companies typically withhold taxes at a flat 22 percent rate for federal taxes (37 percent for amounts over $1 million annually), but this often falls short of your actual tax obligation. Financial planners identify this as the biggest issue they see... View Article

• Young Adults: Why Buy Life Insurance?

  Posted Date August 1, 2025 Posted Time 12:00 am Published in Service2Client

  🖨 Print⏱ 4 min readYoung adults may not see much reason to purchase life insurance, especially if they have no dependents and/or a partner who makes plenty of money. However, there are several reasons why folks in this situation would want to consider various forms of life insurance. To Pay Off Debt Let’s say your parents cosigned for your student loans, car loan or other debts. Should you pass away, your cosigner will be liable to pay off the debt. However, if you name that person the beneficiary of your life policy, he or she can use the benefit to... View Article

• How Businesses Can Build Disinformation Resilience

  Posted Date August 1, 2025 Posted Time 12:00 am Published in Service2Client

  🖨 Print⏱ 4 min readThe digital landscape has rapidly advanced, fueled by generative AI and other transformative technologies. Although this has come with great opportunities, it has also introduced new strategic threats. Among these is disinformation. The World Economic Forum classifies misinformation and disinformation as a top global threat alongside conflict and environment in its 2025 global risks report. With generative AI becoming more sophisticated, threat actors (like deepfakes, voice cloning, viral hoaxes and AI-driven scams) are increasing in frequency and precision. Therefore, business leaders need to act fast to build disinformation resilience. Why Disinformation Matters for Business Disinformation is... View Article

• Understanding Depreciation Recapture

  Posted Date August 1, 2025 Posted Time 12:00 am Published in Service2Client

  🖨 Print⏱ 3 min readWhen it comes to businesses and asset depreciation, there are many types available, such as straight-line, units of production, double declining balance, and sum of years digits. While these aren’t the only ones, they are available via the IRS code and help businesses reduce their taxable income. However, under certain circumstances, businesses have to be mindful when selling assets for a gain that could cause a tax liability through depreciation recapture. Understanding Depreciation Depreciation is defined as the reduction in the value of an asset through wear and tear. It can be a rental property or... View Article