U
Videos

Rolleri & Sheppard Video Blog: RSUs and RSAs: What You Need to Know

What are RSUs and RSAs, and how do they work?

In this video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a comprehensive overview of restricted stock units and awards, answering key questions, including:

  • How are they taxed?
  • When do they qualify as marital property in a Connecticut divorce?
  • What is an 83(b) election, and should you consider it??

Expert Insights and Tips from Your Trusted CPA Firm

Tax Season Countdown: What You Need To Know

Tax Day is right around the corner, but you still have options if you need more time. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, breaks down everything you need to know as the tax season countdown continues, including: What is a tax...

Year End Tax Moves to Save You Money: Rolleri & Sheppard Video Blog

With the year beginning to come to a close, now is the time to explore year-end tax strategies that can help you save! It's important to be proactive about your taxes even before tax season begins, and there are many strategies, such as tax-loss harvesting, charitable...

Tax Season Countdown: What You Need To Know

Tax Day is right around the corner, but you still have options if you need more time. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, breaks down everything you need to know as the tax season countdown continues, including: What is a tax...

At Rolleri & Sheppard CPAs, LLP, our philosophy is simple: Clear communication is everything.