Jan 30, 2024
In this episode Eric and Matt discuss one of the hugest tax breaks in the Tax Code, Section 1202 regarding the Exclusion for Qualified Small Business Stock or QSBS as it is known for short. This is a do not miss episode if you are a founder, business owner or early stage employee!
Jan 24, 2024
In this episode Eric and Matt discuss the upcoming sunset or expiration of the 2017 Tax Cuts and Jobs Act in 2026.
Jan 16, 2024
In this solo episode Eric discusses some of the basic framework surrounding deferred compensation and some items to consider if you are eligible for a deferred compensation plan.
Jan 9, 2024
In this episode Eric discusses a quick recap of the 2023 markets and how you should be thinking about positioning yourself heading into 2024.
Jan 2, 2024
In this epsiode Eric and Matt discuss three different cash flow management techniques that you can use to improve your budgeting and cash flow position.