Press Releases

Year-End Content At Helps Employees With Stock Compensation Planning Ahead Of Uncertain Potential Tax Changes

Nov. 29, 2021 — Year-end is a key time for financial and tax planning among the millions of employees in the United States who have stock compensation (such as stock options and restricted stock units), participate in an employee stock purchase plan (ESPP), and/or have holdings of company shares. In 2021, year-end financial and tax planning can be tricky because of the uncertain potential for tax-law changes in 2022 or beyond.

To help, has updated its education and guidance on the major issues, decisions, and innovative financial-planning strategies for the end of 2021 and the start of 2022. This content is available in the website's section Financial Planning: Year-End.

Why Year-End Planning Is Important For Stock Comp

At year-end, multi-year planning is especially valuable with stock compensation. "You can control the timing of stock sales and option exercises, and you know when restricted stock/RSUs will vest," notes Bruce Brumberg, the Editor-in-Chief of

Timely year-end guidance is particularly crucial for people who are considering option exercises or stock sales at the end of 2021. "Employees with equity grants and company shares should be aware of the 2021 and 2022 thresholds for higher tax rates on compensation income and capital gains, the phaseouts for various tax credits, and the Medicare surtax on investment income," notes Mr. Brumberg. "They may want to consider keeping their income below those known thresholds, if possible. If you are convinced that your tax rates will be higher in 2022 and beyond, you may want to defer deductions into the future and accelerate income into 2021."

Year-End Webinar Covers Key Financial And Tax Strategies is also holding a special webinar on year-end financial and tax planning:

In 100 minutes, the webinar features up-to-the-moment insights on year-end financial and tax strategies for equity comp from a panel of three leading financial advisors, including real-world case studies. Panelists:

  • Ally-Jane Ayers (CFP, EA, CEP), Co-Founder, Brooklyn FI
  • John P. Barringer (CFP), Managing Partner, Executive Wealth Planning
  • Chun Wong (CPA), Managing Partner, Safe Harbor LLP
  • moderator: Bruce Brumberg, JD, editor-in-chief of myStockOptions

Registration, panelist details, and the agenda of topics are available at the myStockOptions Webinar Channel, where past myStockOptions webinars are also available on demand.


With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, Global Tax Guide, extensive glossary, smartphone app for iOS and Android devices, and dynamic 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 run by leading experts in equity compensation. Its content is created by a company with a long history of successful multimedia publications explaining complex legal and financial subjects in plain English.

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

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