Susan Daley
After you die, taxes may be owed on the value of your property. One pillar of estate planning is to transfer assets that are likely to appreciate in value, such as stock options, out of your control long before you die.
The myStockOptions.com Editorial Team & Contributors
Consider year-end or year-beginning tax planning with your stock options and company stock. While investment objectives, not tax considerations, should generally drive your decisions, here are 10 ideas to review to prevent paying more taxes than necessary.
W.E.B. Bantling and Michael Beriss
The time for tax planning is
before the year ends; tax season is too late. Learn about several year-end ideas that apply to nonqualified stock options (NQSOs) and restricted stock/RSUs. Meanwhile, look ahead at the likelihood of tax rate changes under President Obama.
Kaye Thomas
A trap awaits those who, after selling shares from exercised ISOs to avoid AMT, want to buy back the stock.
Joan Oleck
BusinessWeek
How do you donate stock, and what are the rules? What are the tax advantages of a donation? The basic rules for donating company shares are the same as those for other stock you may own.
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