When it comes to investing, a big obstacle many people face is the fear of catastrophe. If you invest in a stock, there’s always the possibility that the value may drop…
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How to Avoid Black Swans
Expatriation from the US: Tax Implications
In recent years, more American citizens and permanent residents (green card holders) have considered expatriation—formally renouncing U.S. citizenship or relinquishing long-term permanent residency (we should note that we are using the…
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2024 Q3 Market Review
Below is a summary of global financial markets in Q3 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q3MR
Navigating Cross-Border Financial and Tax Planning for US and Australia
In today’s globalized world, businesses and individuals frequently operate across borders which presents both opportunities and challenges. Proper planning can minimize tax liabilities, avoid double taxation, and ensure compliance with the tax laws…
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Understanding Employee Stock Options: A Guide for Employees
Employee stock options are a popular form of non-cash compensation, especially at startups and technology companies. Options provide employees the opportunity to own shares of the company that they work for,…
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Selling Shares After IPO Lockup
As the post-IPO lockup period of Reddit expires this week, it is a good time to revisit a common question that we get from clients: “Now that I am able to sell…
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