by Springwater Wealth | Aug 22, 2017 | Financial Planning, Investment Management, Services, Taxes, Wealth Management
Many of our clients give to charity and they do so in a variety of ways. They give cash contributions, their time and energy (e.g. at the local library), their professional services (e.g. on a board of directors), their old vehicles (OPB loves to receive them), their...
by Springwater Wealth | Aug 15, 2017 | Financial Planning, Investment Management, Services, Taxes
A Restricted Stock Unit (RSU) is share of stock given to an employee as part of an overall compensation agreement. The stock is “restricted” in that the employee must meet certain service terms before the stock is “vested” and owned outright by the employee. Intel, a...
by Springwater Wealth | Dec 13, 2016 | Financial Planning, Taxes
The December 2016/January 2017 edition of “The Accountant”, published by the Oregon Society of CPA’s, included our article on Core Financial Planning Areas for Your Clients. The article highlights a number of areas where CPAs can assist their...
