Stockbrokers' Secrets (Part 3): What I Tell My Best Clients About Year-End Planning
W.E.B. Bantling and Michael Beriss

Every year, during tax season, we get tax-planning calls. Of course, by then it's too late. The time for tax planning is before the year ends. For year-end 2008, learn about several planning concerns that apply to stock options and restricted stock. Meanwhile, look ahead at the likelihood of tax rate changes under the new president.

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