Updated annually, this PowerPoint presentation, available in PDF at this link, provides a timely overview of year-end financial-planning topics for stock compensation, including points of importance for employee education and for financial advisors. Special attention is given to issues involving tax-rate changes. While each annual edition features planning concerns specific to that year-end, the general ideas presented here are perennially useful. (Premium and Pro members can view the presentation in PDF from the above link and may request permission to modify it for use and distribution at their companies.)