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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. It also touches upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
Save a Life – Donate Blood 10/14 in San Diego
Annual Blood Drive, 10/14/21 – come SAVE A LIFE!
Estate & Tax Planning: Two Benefits of Transferring Equity Compensation to a ‘Legacy Trust’
In this stock award matrix, we help an executive better grasp how he might transfer a portion of the equity in his company to a ‘Legacy Trust’, which could protect his family’s assets from creditors/lawsuits, benefit his children and save his family considerable...
Client Goal: Sell Low-Basis Rental Property, Pay No Tax and Get Out of the Landlord Biz
A few years ago, we helped a client sell her highly appreciated rental property, avoid capital gains tax, and simplify her financial life. All while diversifying her Southern California real estate exposure. The gain on this property was ~3X the purchase price and at...
How the Tory Burch Foundation Is Giving Back To Women Business Owners
This article from Forbes details how the Tory Burch Foundation has helped by offering much-needed support to women business owners and entrepreneurs during a challenging time.
2021 Tax Win: A Stock Market Shock
A stock market downturn is one of the biggest tax wins for a younger investor who is: 1) saving aggressively 2) has a portfolio of broad-market equity funds 3) also owns other assets that may generate capital gains (like private equity) and 4) is in a high capital...
Are Stocks Too Expensive?
This Kiplinger article highlights the next steps you should be prepared for once you’ve completed the sale of your business.
Stock Options at Pre-IPO Biotech Companies: The Pros & Cons of ‘Early Exercise’
You work at a genomics start-up and are granted 10,000 stock options with a strike price of $0.20 (at private companies, the strike price is determined by a 409A valuation). Three years later, the company is wildly successful and IPOs at $20.20, for a gain of $20 per...
Tax & Estate Planning Webinar Recap & Recording
In this webinar, Jeff Brooks and Jeremy Kovacevich discussed some core themes around tax & estate planning and possible legislative changes on the horizon.
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