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Year-End Planning Content At Helps Employees With Stock Compensation Navigate The Tax Changes Of 2013

November 12, 2013 — The end of the year is always a key time for financial and tax decisions, but 2013 is not like other years. Important tax changes that became effective in 2013 have an impact on the planning considerations for anybody with stock investments, including employees holding company shares. Additional complications may arise for people with grants of stock options, restricted stock, or restricted stock units, and for participants in employee stock purchase plans. Fortunately, the section Financial Planning: Year-End at provides helpful education and guidance on major issues, decisions, and innovative financial-planning strategies for the end of 2013 and the start of 2014.

Tax Changes Affect 2013 Year-End Planning For Equity Compensation And Company Shares

Along with the financial- and tax-planning concepts that apply at the close of every year, in 2013 people with equity comp and company shares will want to consider the impact of the tax changes that took effect this year under the American Taxpayer Relief Act and the Affordable Care Act.

Timely year-end guidance is particularly important for people who are considering option exercises or stock sales at the end of 2013. "Employees with equity grants and company shares should be aware of the new thresholds for higher tax rates on compensation income and capital gains, the additional Medicare tax on compensation income, and the Medicare surtax on investment income," cautions Bruce Brumberg, the Editor-in-Chief of "They may want to consider keeping their income below those thresholds, if possible."

Year-End Content Provides Education And Guidance

At, the section Year-End Planning has been fully updated for 2013. Its content includes the following articles and FAQs.



Along with these articles and FAQs, other FAQs in the year-end section answer many questions, including:

All of these questions, and many others, are answered in the section Financial Planning: Year-End Planning. In addition, the calculators and modeling tools at allow users to play out various "what if" scenarios with different tax rates and stock prices.

For similar education and guidance on year-end planning for nonqualified deferred compensation, employees have a superb resource in, a separate sister publication of

Corporate Licensing Available

All the content on is ideally suited for licensing by companies and stock plan providers for their stock plan participants. A customized version of the website's award-winning content can be seamlessly woven into companies' HR, benefits, and/or compensation portals. Accessible through any internet browser, 24 hours a day, 7 days a week, licensed content from lets stock plan participants answer their own questions about their stock grants whenever they need to learn more—saving time for the stock plan staff and costs for the company. For more information, visit, email, or call 617-734-1979.


With exclusive articles, 800+ FAQs, podcasts, the Tax Center, the Learning Center with courses for CE credit, the Global Tax Guide, an extensive glossary, and interactive patented tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The influential consumer magazine PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." also has a related site on nonqualified deferred compensation at, and the staff created the successful insider trading prevention video series Think Twice, available at has also received extensive favorable coverage in the media, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN/fn, National Public Radio, PBS,, and

For more information, please contact Bruce Brumberg and Matt Simon at or 617-734-1979.

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