This post explains the wealth-creation benefits of participating in an employee stock purchase plan (ESPP). These plans are an employee benefit available at many companies that have issued publicly traded stock.
This major tax reform will benefit corporations and the mega-wealthy beginning in 2018. For many individuals, the new law will add complexity. Many of the new provisions expire after December 31, 2025, at which time tax rules revert back to 2017 law. We’ve compiled a list of the provisions that will likely affect our individual clients. Stay tuned for new tax strategies that will emerge from these rules.
In the aftermath of the devastating California wildfires, now is a good time to review your homeowners insurance coverage. Here are some of the important items that should be covered under your policy, to ensure you are protected.
JLFranklin Wealth Planning
A full-service firm that focuses on individual clients whose financial lives we can impact the most.
