Popular Topic(s): tax planning
Financial Planning for Business Owners

Running a business means juggling many hats, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…

Ultra High Net Worth Tax Planning Strategies to Manage Restricted Stock Units

Restricted stock units, commonly referred to as RSUs, are becoming an increasingly popular equity compensation option not only in large corporations and publicly traded companies…

Case Study: CCMI Designs Multipronged Roadmap for Young High Income Earners

Meet Adam and Elizabeth Adam and Elizabeth are a married couple in their early 40s who live in California with two young children under age…

Tax Planning for Ultra High Net Worth Individuals and Families

Paying taxes is inescapable, and as our wealth and financial complexities grow, so does our tax liability. Developing and implementing wealth management and tax strategies…

How to Avoid Equity Compensation Tax Mistakes in Your Retirement Planning

More employers, such as start-ups and tech companies in San Diego, are offering equity options within their compensation plans to align employee and employer interests,…

Using the Spousal IRA to Keep Retirement on Track During the Great Resignation

In a blog post last year on Financial Tips for the Great Resignation, CCMI’s Tina Vieregg, CFP®, BFA™ wrote about many workers resigning from their…

Raytheon Technologies Employees: Should you change your 401(k) contribution or allocation?

It is not a secret that the stock market had a rough start to the year. Sometimes when we see our balances going down, we…

The Benefits of Using a Donor Advised Fund for Your Charitable Donations

CCMI’s Matt Ryan, CFA, CFP®, recently provided insight to the San Diego Ronald McDonald House regarding Donor Advised Funds (DAFs), their many tax benefits, and…

What is a Financial Plan, and Why Should You Build One?

We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to do…

Year-End Tax Tips for Business Owners

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…