Stock

Boost Your Tax Savings by Donating Appreciated Stock Instead of Cash

October 21st, 2025|Categories: Accountant, accountant near me, Burns Firm, Cash Donations, Charitable Contributions, Charitable Donations, CPA, CPA Dallas, CPA near me, Dallas CPA, Donating Stock, Donations, Stock, Stock Donations, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: Charitable Deductions, CPA, CPA Dallas, cpa near me, Donating Long-Term Appreciated Stock vs Cash, Donations, tax, tax advisor, tax savings, Texas CPA, The Burns Firm|

Saving taxes probably isn’t your primary reason for supporting your favorite charities. But tax deductions can be a valuable added benefit. If you donate long-term appreciated stock, you potentially [...]

Unlocking the Mystery of Taxes on Employer-Issued Nonqualified Stock Options

December 30th, 2024|Categories: Accountant, Burns Firm, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Stock, Stock Options, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: cpa near me, Dallas CPA, Employer-Issued Nonqualified Stock Options, stock, Stock Options and Tax Liability, tax, tax advisor, Texas CPA, The Burns Firm|

Employee stock options remain a potentially valuable asset for employees who receive them. For example, many Silicon Valley millionaires got rich (or semi-rich) from exercising stock options when they [...]