Resources & News
Insights to help you compose your next chapter.
The conversations that matter most rarely start with a spreadsheet. At Composition Wealth, we're here for all of them: the questions about family, goals, legacy, and yes, money too. Stay connected to the perspectives and insights that help you move your story forward.
Your Year-End Checklist Is Too Long. We’ll help you narrow it down.
Not every year-end task is urgent. Focus on what actually expires December 31, including Roth conversions, gains and losses, charitable gifts, RMDs, and annual exclusion gifts, and let the rest wait until January. We’ll help you sort it out.
Before the Ball Drops: A Look at Year-End Gifting
Year-end gifting goes beyond charity. Learn how the annual exclusion, direct tuition and medical payments, and your lifetime exemption can help the next generation, and why gifts of business interests or real estate need planning well before December 31.
The Real Definitions of the Terms Every Equity Holder Needs to Know
Equity jargon can make you feel like an outsider. This plain-English translation guide explains stock options, RSUs, ESPPs, phantom equity, vesting, dilution, liquidity events, and taxes, with relatable analogies, so you can evaluate your package on the merits.
You’ve Got Equity. Now What?
Signed an offer letter with equity and aren’t sure what you really agreed to? Learn how stock options, RSUs, and phantom equity differ, how vesting works, and which questions to ask before key tax decisions and deadlines pass.
How to Weigh Equity Compensation as Part of an Employment Offer
That equity offer may be worth less than it sounds. Learn why ownership percentage beats share count, how liquidation preferences and tax treatment shape your payout, and how to model a realistic outcome before you weigh equity against salary.
What Equity Holders Can Expect During a Liquidity Event
A liquidity event turns paper equity into real money, but what you actually receive may surprise you. Learn how acquisitions, IPOs, the liquidation waterfall, and taxes shape your payout, and why preparing well before the deal closes matters.
Upcoming Events
Register for Composition Wealth Events
Creating a Legacy of Caring: Teaching Kids About Philanthropy
When is it “too early” to plant seeds for giving back to the community—what do kids really understand? Join us October 8 to learn how to involve children of any age in giving back to the community.
Travel Big, Pay Less, featuring The Points Mom
Do you think of credit card points as currency? If you don’t, you’re missing out on some great deals and cool locations. Join Cindy Greenstein, The Points Mom, to maximize your credit card points.
Work-Life Balance: Real or Imagined?
We will be joined by Dr Leonaura Rhodes to discuss whether work-life balance is genuinely possible, and if it is, what it actually looks like for you to get there.
Recent Events
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Navigating the Current Workforce: How to Help Your Recent College Grads
The current job market is causing significant stress for young adults and recent grads alike. Learn how to stand out as an applicant and build a career from the ground up.
Webinar: Sleeping Better for Better Days
We recently hosted Dr. Marc Milstein for a practical and entertaining webinar on improving the quality of your sleep (and your life).
Turning Passion into a Career: Simmy Kustanowitz, Clock Tower Innovation
We teamed up with Simmy Kustanowitz, an Emmy-nominated television producer, to discuss how to turn your dreams into a dream job, and how you can feed your passions through work and life.