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A trust is a legal arrangement that allows you to effectively manage your assets and ensure that those assets are

Tax Minimization Strategies for Executives With a Comp Plan

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Tax Minimization Strategies for Executives With a Comp Plan

For employees, the prospect of getting a stock option offer as part of their compensation package can be a milestone moment. They look forward to achieving this level in their careers for obvious financial reasons, but it also brings a sense of accomplishment and prestige.

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From The Blog

Understanding Your NQSOS + ISOS

Welcome back! Over the past several weeks, we’ve been tackling the ins and outs of employee stock options. If you

A Deep Dive into RSUs and How They Work

Restricted Stock Units (RSUs) are a type of compensation that many employers in Silicon Valley offer their employees as an

How To Take Control Of Your Employee Stock Options: An Introduction

Stock options are used by many tech companies from start-ups to stable enterprises, but often in really different ways. Here

Beyond the Market: Q4 2019 – Q1 2020

The FPC Team has pulled together our Q4 2019 market review. Outlined here are a few of the key themes

Gifting To Your Kids: College Accounts and Beyond

At FPC, many of our clients are focused on making an impact in the lives of their loved ones. One

4 Action Items If Retirement Is On The Horizon

Retirement looks different for each person. Some people wish to retire early whereas others work as long as they can.

Beyond The Market: Q4 Outlook and Best Practices

Just like that, the last quarter of the year is here and with it comes a lot of financial housekeeping

How To Create An Estate Plan (That Actually Works!)

How often have you seen something go completely sideways with a friend or relative’s estate plan? When this happens, you

How To Be Tax Efficient In Retirement

When you think of taxes, what comes to mind? It’s probably a once-per-year scramble to get all of your paperwork