Stock Option Financial Planning After Your Tax Return Is Filed And At Year-End (Part 1)
Tom Davison and Liam Hurley

Right after you have completed your taxes is a great time to do your 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. At the end of the year, review your analysis and strategy again.

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