If you can't simply sell your mining company stock — because of insider trading rules, a large capital gains bill, or a committed 10b5-1 plan — there are other
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When a mining company gets acquired, change-in-control payments can trigger a 20% federal excise tax on top of ordinary income tax. Here's how Section 280G
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Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.
Depending on the article, they sound like a college fund, a
Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Is your financial plan still on track for 2026? Learn the 7 mid-year financial moves Colorado families must make regarding 401(k)s, taxes, and investments
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Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
Missing the Q2 estimated tax deadline? Learn how high-earning Colorado professionals can navigate the June 15 deadline, safe harbor rules, and 2026 tax
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The press release hits your inbox at 6:02 a.m. A larger competitor is acquiring your mining company. The stock spikes, the group chat lights up, and somewhere
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When your company’s stock is at a record high, it feels wrong to sell. But for mining and energy executives, a concentrated position in one company’s stock has
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Starting in 2026, if you are 50 or older and earned more than $150,000 in FICA wages last year, any catch-up contributions to your employer-sponsored retirement
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You earn too much for a Roth IRA. Your income topped out Roth limits, and the IRS says your money doesn't belong there. That's the frustration dozens of
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A new financial trail opens on July 5th. Learn how to claim the $1,000 government "seed" and leverage the 18-year Roth conversion strategy while avoiding the
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