Press Releases Expands Content On Estate Planning And Charitable Giving With Stock Compensation

Brookline, MA, July 23, 2009 -, the leading online resource on stock compensation, has expanded its award-winning content to include new articles on estate planning and charitable giving. In these articles, expert attorneys discuss the techniques for using grantor retained annuity trusts (GRATs), the issues to consider in funding charitable donations with company stock or employee stock options, and even the basics of setting up private charitable foundations.

New Articles Are Timely Additions

In the section Financial Planning: Estate Planning, has published The Use Of GRATs With Company Stock To Reduce Taxes: Hurry Before The Rules Change by estate-planning attorneys Elyse G. Kirschner and Carlyn S. McCaffrey of Weil Gotshal & Manges in New York City. As the authors explain, the grantor retained annuity trust (GRAT) is one of the best techniques currently available for transferring company stock or other investable assets to family members with little or no estate or gift tax cost. Stock-price drops in late 2008 and/or early 2009, combined with historically low interest rates, have provided an unparalleled environment for GRATs. Moreover, proposed tax changes would have an adverse impact on the GRAT technique, so the publication of this article is especially timely.

Equally timely is the publication of Donating Your Company Stock To Charities And Private Foundations, a two-part article series by attorney Joshua Husbands of Holland & Knight in Portland, Oregon. Occurring in the section Financial Planning: Gifts, these articles discuss the various techniques, tax issues, and securities-law parameters of using company stock to fund charitable donations and donor-advised funds, and even to set up private charitable foundations. Led by the celebrated philanthropy of Warren Buffet in 2006, stock-based charitable giving on a large scale has moved to the forefront of altruism among high-net-worth people who seek more than just financial rewards from their investments.

Building On A Strong Tradition Of Financial-Planning Content

The new articles join a three-part article series published earlier: Charitable Remainder Trusts (CRTs) And Your Company Stock by estate-planning attorneys Christopher Cline and Joshua Husbands.

"These valuable new articles further our strong coverage of sophisticated topics in financial planning for people who need a trusted, independent source of information before making decisions with equity awards or company stock," observes Bruce Brumberg, the editor-in-chief of "Throughout its history, has covered the full range of topics in stock compensation, from basic to complex, and we never stop looking to enhance our content at both ends of the substantive spectrum."

Corporate Licensing Available

Along with individual subscriptions to Premium Membership or Pro Membership, all the content on is ideally suited for licensing by companies and stock plan providers for 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, 700+ FAQs, the Tax Center, Global Tax Guide, an extensive glossary, and interactive 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 influential consumer magazine PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." 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. has also received extensive favorable coverage in major publications, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN, National Public Radio, PBS,, and

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

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