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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

Divorce and Your Finances: What You Need to Know

Divorce and Your Finances: What You Need to Know

The financial side of divorce is often where the costliest mistakes happen. Splitting assets, dividing retirement accounts, and rebuilding your budget all carry tax consequences that are easy to overlook. Managing Partner Ryan C. Sheppard, CPA, CFF, is back with...

A Rundown on Trump Accounts

A Rundown on Trump Accounts

There's a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18. Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a...

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...

Divorce and Your Finances: What You Need to Know

Divorce and Your Finances: What You Need to Know

The financial side of divorce is often where the costliest mistakes happen. Splitting assets, dividing retirement accounts, and rebuilding your budget all carry tax consequences that are easy to overlook. Managing Partner Ryan C. Sheppard, CPA, CFF, is back with...

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