Year-end is a key time for financial and tax planning with stock comp and company shares. This article presents actionable ideas to consider. These include looking at the income thresholds that may trigger higher tax rates for option exercises or sales of vested stock. One special issue for year-end 2021 is whether potential tax changes should influence your decisionmaking.
Stock comp is complex: make no mistake about it. That's easier said than done, however. It's all too easy to make costly mistakes with stock options or restricted stock/RSUs and the related taxes. In this article, experts in stock comp financial planning explain five blunders and how to avoid them.
We asked seasoned advisors with expertise in stock comp to provide their ideas on financial and tax planning for year-end 2021 and year-start 2022. Read their responses in their own words.
Podcast included! As part of year-end tax planning, review holdings in restricted stock, RSUs, and performance shares for strategic moves. This article has some ideas.
Stock comp in private companies can be a financial rocket, but with rocketry comes rocket science. It's surprisingly complex. This article presents key points to know from financial advisors with expertise in financial and tax planning for equity comp in private companies.
Getting a grant of restricted stock or restricted stock units (RSUs) is a reason to celebrate. But now comes the tricky part: financial and tax planning. In this article, three financial advisors with special expertise in this area provide practical guidance and insights.
Podcast and video included! Employee stock purchase plans are a great deal. Understand the key dates and terms you must know to make the most of your company's ESPP.
Videos included! Stock options rose to fame in the 1990s. Even on the TV sitcom Seinfeld, Elaine got lucrative stock options and couldn't stop talking about them (annoying George). Options remain popular. This article compares the two types and how they work.
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