Financial Planning: High Net Worth

Can I sell my options to a family trust or a family partnership to defer taxes? Are there other strategies to defer the gain on nonqualified stock options other than the deferred delivery of the shares? This is premium content

Be very careful, as IRS actions and new rules have essentially shut down the use of these techniques. Before recent developments, some tax planners advised...
For access to this answer, please sign in or register.
Not Yet a Member?

This feature is a benefit of Premium membership.

Registering as a Premium member will give you complete access to our award-winning content and tools on stock options, restricted stock/RSUs, SARs, and ESPPs.

Who becomes a Premium Member? See our long list of paid subscribers.

Are you a financial or wealth advisor? Learn more about MSO Pro Membership.

View Homepage

Questions or comments? Email support or call (617) 734-1979.