Commentary and Insights

Articles
Title	Created Date	Author
Estate Planning – The Importance of the Uncomfortable Conversation Part 1	20-Oct-2021	Jeremy Runnels
“One thing, just one thing.” - October 2021	13-Oct-2021	WCF Staff
The College Payment Puzzle	01-Sep-2021	Nick Fedrow
Biden Tax Proposals and Real Estate	05-Aug-2021	WCF Staff
What is a Roth Conversion and How Will it Benefit Me?	28-Jul-2021	Katia Stern
What Does Retirement Look Like Across States?	27-Jul-2021	Katia Stern
"Guinness" - July 2021	12-Jul-2021	WCF Staff
Take the 529	04-Jun-2021	Steven Weintraub
Employee Stock Purchase Plan (ESPP)	04-May-2021	Joe Ferreira and Sam Marshall
Money Physics	27-Apr-2021	Steven Weintraub
She’s Free - April 2021	14-Apr-2021	WCF Staff
Life Insurance: Outsourcing of Risk	25-Mar-2021	Steven Weintraub
Leaving an IRA to a Charitable Remainder Unitrust	01-Feb-2021	Jack Rabuck
When Elephants Fly – January 2021	19-Jan-2021	WCF Staff
What is AMT	16-Dec-2020	Joe Ferreira and Sam Marshall, CPA
Alternative Minimum Tax (AMT) Credit – How do I get it back?	16-Dec-2020	Joe Ferreira and Sam Marshall, CPA
Is now a good time to exercise Procore Non-Qualified Stock Options (NQSOs)?	15-Dec-2020	oe Ferreira and Sam Marshall, CPA
Flatten the (Tax) Curve	01-Dec-2020	Jack Rabuck
Baked In	10-Nov-2020	Jack Rabuck
Compassionate But Clinical	21-Oct-2020	Steven Weintraub
(Hu)man vs. Nature - October 2020	09-Oct-2020	WCF Staff
Election 2020	24-Sep-2020	Steven Weintraub
Should You Defer Taxes in 2020?	27-Aug-2020	Steven Weintraub
Charitable Gifting Strategies	30-Jul-2020	Justin Vlaanderen
The Jagged Journey - July 2020	13-Jul-2020	WCF Staff

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