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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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tax liability

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tax liability

Microsoft RSUs & ESPP

Microsoft RSUs & ESPP

July 12, 2023 by Blaine Thiederman

Introduction Welcome! I’m thrilled to walk you through the landscape of Microsoft’s RSUs (Restricted Stock Units) and ESPP (Employee Stock Purchase Plan). As a financial advisor, it’s my passion to help individuals, like you, understand these concepts and how they can significantly impact your wealth creation journey. If you are a Microsoft employee or planning […]

Filed Under: Financial Planning, Microsoft Tagged With: Capital gains, Employee Stock Purchase Plan, ESPP, financial advisor, Financial Planning, Microsoft employees, Microsoft RSUs, Microsoft's Deferred Compensation Plan, net worth, Stock price, tax implications, tax liability, vesting period, vesting schedule

What is the AMT credit?

What is the AMT credit?

June 4, 2023 by Blaine Thiederman

Introduction The Alternative Minimum Tax (AMT) is a tax system that ensures individuals with high incomes and various tax deductions still pay a minimum amount of taxes. The AMT was implemented to prevent wealthy taxpayers from using excessive deductions and loopholes to avoid paying their fair share of taxes. While the AMT may seem complicated […]

Filed Under: Financial Planning, Tax Planning Tagged With: alternative minimum tax, AMT credit, arvada colorado, claim, denver colorado, eligibility criteria, Financial Planning, limitations, optimization strategies, progress wealth management, tax liability, tax planning

Amazon RSUs: Options for Employee Wealth

Amazon RSUs: Options for Employee Wealth

April 24, 2023 by Blaine Thiederman

Key Points Introduction As an expert in the field of stock-based compensation and financial planning, it is my pleasure to provide you with a comprehensive analysis of Amazon RSUs and other stock-based compensation options for Amazon employees. Restricted Stock Units (RSUs) are a type of equity compensation that companies use to reward top talent. Unlike […]

Filed Under: Amazon, Articles Tagged With: advisory services, amazon, arvada colorado, denver colorado, employee benefits, Financial Planning, long-term capital gains, minimum wage, progress wealth management, RSU, stock-based compensation, tax liability, wage increase

Incentive Stock Options: How AMT and Tax Impact Your Option

Incentive Stock Options: How AMT and Tax Impact Your Option

April 16, 2023 by Blaine Thiederman

Key Points Introduction Incentive stock options (ISOs) are a type of equity compensation that companies may offer to their employees. These options grant employees the right to purchase company stock at a discounted price, known as the exercise price or grant price. ISOs can be a valuable component of an employee’s compensation package, but it […]

Filed Under: Financial Planning, Tax Planning Tagged With: alternative minimum tax, AMT, arvada colorado, denver colorado, disqualifying dispositions, equity compensation, Financial Planning, Incentive Stock Options, ISOs, long-term capital gains, professional tax advice, progress wealth management, tax benefits, tax implications, tax liability

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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