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…
Read More
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,…
Read More
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…
Read More
After a roughly two-year hiatus, the IPO market is beginning to open up again. Many of our clients are curious about IPO performance, either because they are interested in investing in IPOs…
Read More
My son, Jared, is the first baby among our MFA team to grow up and be college bound. Like many MFA clients, I had key aspects of my financial plan designed around Jared….
Read More
Below is a summary of global financial markets in Q2 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q2 QMR