Author: Matt Syverson, CFP®
Company Stock Options giving you a headache? Three questions you should answer!
Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make …
Giving from your IRA? How Qualified Charitable Distributions work
Are you a generous giver? Do you have an IRA account?
Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?
Good news! You can use a Qualified Charitable Di…
Are you qualified? How the QBI deduction works.
Welcome to fall, the season of back-to-school, bonfires...and business tax deductions.
Yes, it’s time to get serious about a tax projection for 2019, especially if you own a Specified Service …
Building a faith-based business: My perspective
Recently, I was asked to share Sound Stewardship’s story with the Unconventional Business Network, a community of leaders who conduct their businesses using biblical principles.
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Preparing for college can be daunting – here’s a helpful timeline
One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and…
