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The TFP Newsletter:
Personal Finance
For Walmart Executives
Investing


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Jan 21


Mark Chisenhall, CFA
Dec 20, 2024
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The TFP Newsletter: Personal Finance
For Walmart Executives
Taxes


Mark Chisenhall, CFA
Feb 13


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Dec 20, 2024


3 Ways Personal Finances Change for Walmart Officers: Taxes, DCMP and Performance Shares
This article discusses 3 ways personal finances change for Walmart officers and how to address them: Higher Taxes, Walmart DCMP and PSUs.
Feb 13


Boost After-Tax Investment Returns with Tax Alpha: Reliable, Predictable and Accessible
we will review 2 simple strategies to reduce the tax drag on your investments and generate your own Tax Alpha.
Feb 1


Diversifying Company Stock: Balancing Risk, Reward and Taxes
Diversification has benefits but it also has costs, especially for Executives with highly appreciated Company Stock.
Jan 28


5 Key Year-End Strategies to Reduce Your Taxes
Here are 5 year-end tax planning strategies to help reduce your tax bill.
Dec 20, 2024


Tax Benefits of Gifting Highly Appreciated Stock
Gifting stock to charity maximizes your donation and reduces taxes, unlike giving cash, by avoiding capital gains tax.
Nov 25, 2024


Tax Planning for Executives: How an Executive Saved $5,000 in Underpayment Penalties
See how this Walmart VP saved $5,000 in underpayment penalties with some simple tax planning.
Sep 30, 2024


How Corporate Professionals Can Avoid the Tax Underpayment Penalty
Here are 3 ways for Walmart and Sam's Club Leaders to manage their tax withholding and minimize any tax underpayment penalty.
Sep 21, 2024


Walmart RSUs and Taxes: Common Questions
In this article, we'll explore the relationship between Walmart RSUs and taxes so you can make the most of your RSU compensation.
Jun 19, 2024


Tax Planning for Executives: How an Executive Reduced Taxes by $100K
In this quick case study, we will review how a high earning executive can reduce their annual tax bill by $100K.
Apr 1, 2024


Avoiding Double Taxation on Your Equity Compensation
Let's address a common and costly mistake that often leads to double taxation on RSUs and PSUs.
Mar 4, 2024


Tips on Tax Efficient Investing for Corporate Executives
In Part 2, we will continue discussing a major pain point for Corporate Executives: Taxes.
Jan 17, 2024


Understanding Taxes for Corporate Executives: Tax Treatment of Accounts
In Part 3, we discuss how the most common account types available to corporate executives are taxed.
Mar 30, 2023


Understanding Taxes for Corporate Executives: Income Taxes, Tax Rates and Withholding
Taxes are a major pain point for high-earning corporate executives.
Mar 23, 2023
Personal Finance, Investing, and Tax Planning for Corporate Executives
Explore expert guidance on optimizing wealth, navigating financial decisions, and securing long-term financial success.
Walmart


Mark Chisenhall, CFA
May 9


Mark Chisenhall, CFA
Feb 13


Mark Chisenhall, CFA
Dec 1, 2024


Mark Chisenhall, CFA
Nov 25, 2024
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Mark Chisenhall, CFA
Apr 2


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Mark Chisenhall, CFA
May 9


Mark Chisenhall, CFA
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