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Financial Planning: Advanced Strategies
Stock Option Financial Planning After Your Tax Return Is Filed And At Year-End (Part 1) This is premium content
Tom Davison and Liam Hurley
UPDATED FOR 2011! The time right after you have completed your tax return is ideal for big-picture financial planning. You can more accurately project your income and likely tax situation for the remainder of this year and the next, including AMT risk and capital-loss carry-forwards, to develop your strategy.
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