The HFP Blog

William Nunn, CFP® 7/21/25 William Nunn, CFP® 7/21/25

The $7 Million Tax Strategy Most Business Owners Have Never Heard Of

If you are exiting (selling) your business to an ESOP, you will want to qualify for the section 1042 gain deferral, here are the basics.

William Nunn, CFP® 7/15/25 William Nunn, CFP® 7/15/25

We go over the differences between AMT basis and regular tax basis created with an ISO exercise.

William Nunn, CFP® 7/15/25 William Nunn, CFP® 7/15/25

William Nunn, CFP® 8/27/24 William Nunn, CFP® 8/27/24