Blog Posts
Minimize taxes on appreciated Accenture stock
If you’ve been with Accenture for a while, there’s a good chance you have stock that’s significantly increased in value. I still remember my early ESPP purchases with Accenture when I purchased for around $20/share! Additionally, Managing Directors have many opportunities to accumulate stock with the VEIP, new MD grant, and equity awards. You need […]
How YOUR Taxes Might Go UP
President Biden ran a platform to raise taxes on the rich. That time has come, and you might be surprised to know you’re the target. The changes currently discussed are to increase taxes on incomes over $400,000, although it’s not even clear yet if that differs between single filers and married filing jointly. The tax […]
How to give money to your kids now
My wife and I are going to be old parents. We didn’t purposefully wait until our late-30s to have kids, but instead, we got lucky. We got lucky because, after many tests, our doctors told us we probably wouldn’t be able to have kids. Now we’ve joined the complex world of child-rearing, and I’m wondering […]
The Value of Charity (to you)
From serving on the boards of nonprofits to giving away 10% of their salary, I’m continuously inspired by the Accenture MDs I serve. My career as an advisor has taught me to make the biggest difference in the world by enabling my clients to reach their goals, including generous giving. While giving benefits the people […]
Are you saving too much in your Accenture 401(k)?
Saving too much in your 401(k) is impossible, right? We’re supposed to keep stuffing it until it looks like the Marshmallow Man marching through Manhattan! Maxing out contributions is smart early in our careers to get the full benefit of the Accenture 6% 401(k) match and experience the magic of compounding investments. It’s also quite […]