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I Left My Home in Georgia: New Guidance on Becoming a Bona Fide Resident of Puerto Rico | Perspectives & Events

On June 23, 2022, in Morgan v. Commissioner, the US Tax Court addressed the application of the earned income exclusion tax home test to a taxpayer who retained ownership of his US home following his move abroad. US tax regulations make this tax home test directly applicable to US individuals se...
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How To Not Keep All Your Eggs In One Basket: Experts In myStockOptions Webinar Explain Ways To Manage Risk Of Concentrated Stock Holdings

Panelists: Valerie Gospodarek, founder of VG Financial Consulting LLC Aaron Staley, creator of website AMA Finance Mark Leeds, a partner at law firm Mayer Brown Bruce Brumberg (moderator), editor-in-chief of myStockOptions In 100 lively minutes, this panel of experts in managing concentrated stock wealth will explain: Role of the financial advisor in explaining overconcentration risks and solutions Strategies to diversify and create liquidity and/or protect the stock in a tax-efficient way Basi...
Mark Leeds Brian Yolles Valerie Gospodarek Aaron Staley Bruce Brumberg Mayer Brown

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