Read this Periscope to learn about how we assemble an expert network team, including a CPA, attorney, insurance expert and other professionals for our clients. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted...Read More

When it comes to retirement planning, there are a variety of options available to individuals. Two of the most popular options are the 401(k) and the Individual Retirement Account (IRA). However, there are other options available as well, each with their own advantages and disadvantages. In this article, we will take a closer look at...Read More

Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation...Read More

Expertise for concentrated equity positions, reducing taxes and other costs.Read More