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Financial Planning: Advanced Strategies

Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 2) This is premium content

Tom Davison and Liam Hurley
Your tax return can help you develop your stock option strategy. With your return in hand, make projections for your income, taxes, AMT risk, and use of capital-loss carry-forwards. Next, review the details of your stock plan documents to develop an exercise program.
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