“I’ve Been Granted a Stock Option from My Employer. What’s Next”? - Understanding Your Executive Compensation

/ Castle Wealth Advsiors, LLC/
“I’ve Been Granted a Stock Option from My Employer. What’s Next”? - Understanding Your Executive Compensation

Many employers will grant company stock options to executives and key employees as a way to incentivize them to remain at a company and tie their incentives to increased production/ profitability of the company.  If you have received a stock option from your employer you probably have several questions.  

To fully understand your benefit, you need know what is an Incentive Stock Optionsor ISO and what the similarities/ differences between Incentive Stock Options (ISOs)and Non-Qualified Stock Option (NQSOs).  This knowledge will help you to identify and better manage your options. 

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How Has Your Estate Planning Been Impacted By the New Tax Law

/ Castle Welath Advisors, LLC/
How Has Your Estate Planning Been Impacted By the New Tax Law

Now that tax season is over.  Take a moment to ask yourself if your Estate plan needs to be reviewed.  Many individuals and families are finding they may need to check in with their financial planner and attorney to understand how the new tax law may impact their estate plan.  

An Estate plan, just like a piece of real estate, needs periodic maintenance and care to make sure it’s in good shape when you need it most. 

Provisions in the newly passed GOP tax plan mean it’s time to review a handful of key areas in your estate plan. Below are five areas you should pay attention:

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3 Tips To Make The Most Of Your Tax Return in 2018

/ Castle Wealth Advisors, LLC/
3 Tips To Make The Most Of Your Tax Return in 2018

2017 brought many changes for individual taxpayers and small business owners and left many scratching their heads.  As we approach tax season here are three tips to keep in mind that may help you as you file your tax returns. 

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Two Often Misused Tax Deductions for Small Businesses: The Home Office and Auto Expense

/ Castle Wealth Advisors LLC/
Two Often Misused Tax Deductions for Small Businesses: The Home Office and Auto Expense

As a small business owner you may be opening yourself up to increased tax audits as a result of misusing deductions for your small business. If you are a first-time business owner you more than likely have a few questions concerning the use of these tax deductions.  Even if you have been in business for a while you could be using these tax deductions incorrectly.   Here are two often-misused tax deductions:

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