Image of Partner and Wealth Manager Jacob LaRue with text stating Arctic Wolf Stock Options: A Case Study from the desk of Jacob LaRue, CFP® to highlight the blog post.

    Arctic Wolf: An Employee Stock Options Case Study

    Questions you are probably asking yourself if you have stock options from Arctic Wolf: “What the heck are these? What do I do with them? Do they have value?” Today, I am going to break these…

    By Jacob LaRue
    July 17, 2025

    8 Min Read
    mage of Partner and Wealth Manager Jacob LaRue with text stating What the One Big Beautiful Bill Means For Your Taxes from the desk of Jacob LaRue, CFP® to highlight the blog post.

    What the One Big Beautiful Bill Means for Your Taxes

    On July 4th President Trump signed into law the One Big Beautiful Bill. This marked a new era to our nation’s tax code. The bill covers a wide variety of items ranging from government spending to…

    By Jacob LaRue
    July 10, 2025

    3 Min Read
    Image of Partner and Financial Advisor Jacob LaRue with text stating Arctic Wolf Stock Options for this installment of Employee Benefits from the desk of Jacob LaRue, CFP® to highlight the blog post.

    Arctic Wolf Stock Options: What You Need to Know

    Part of your compensation package at Arctic Wolf may include stock options. However, for employees of private companies like Arctic Wolf, navigating the complexities of stock options can feel daunting. Decisions about whether to exercise options…

    By Jacob LaRue
    May 22, 2025

    4 Min Read
    Graphic of text reading Key Retirement Plan Contribution Limits 2025. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

    Key Retirement Plan Contribution Limits for 2025

    Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2025. Let’s take a look at what is changing! 401(k)/403(b)/457…

    By Jacob LaRue
    January 2, 2025

    3 Min Read

    New Inherited IRA Rules 2025

    The long overdue final rules and regulations for those who have inherited IRA funds post January 1st, 2020, have now been released by the IRS. These finalized regulations are intended to provide more clarity to what…

    By Jacob LaRue
    December 26, 2024

    3 Min Read
    Image of back of person's head as they look at a vision wall to represent a start-up employee and how an 83(b) election could be right for them.

    Why the 83(b) Election is a Game-Changer for Startups

    Navigating the world of startups and early-stage companies can be exhilarating, yet the complexities of the U.S. tax code can often feel like a maze. One incredibly powerful provision at your disposal is the 83(b) election.…

    By Jacob LaRue
    August 15, 2024

    3 Min Read
    A man pointing straight out with a money bag labeled tax over his head to showcase the expiration of tax law TCJA.

    The TCJA Expiration

    With 2024 halfway gone, it is a good time to remind you of the potential tax changes coming at the start of 2026 with the expiration of the Tax Cuts and Jobs Act (TCJA).  The Tax…

    By Jacob LaRue
    July 4, 2024

    4 Min Read
    Photograph of a man and woman looking at documents with a gavel to illustrate the passing of the Secure Act 2.0.

    SECURE Act 2.0: Catch-up Contribution Rules

    What is the SECURE Act 2.0? The SECURE Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within SECURE Act 2.0 there are a variety of changes coming…

    By Jacob LaRue
    January 18, 2024

    2 Min Read
    Graphic of text reading Key Retirement Plan Contribution Limits 2024. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

    Key Retirement Plan Contribution Limits for 2024

    With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…

    By Jacob LaRue
    January 4, 2024

    2 Min Read
    Photograph of two women behind a store counter on their tablet. Photo is to illustrate small business owners following the new federal requirement for beneficial ownership information reporting.

    New Federal Requirement for Beneficial Ownership Information

    There is a new federal reporting requirement for beneficial ownership information starting January 1, 2024. Fines will come for various companies located in the United States if they do not start reporting the required information about…

    By Jacob LaRue
    December 18, 2023

    2 Min Read