Year-End Planning 2020 UPDATES!
myStockOptions.com Editorial Team & Contributors
Year-end is a key time for financial and tax planning with stock compensation and holdings of company shares. When you are evaluating whether to exercise stock options or sell shares from vested restricted stock/RSUs or an ESPP, you want to consider the thresholds that may trigger higher tax rates for you either this year or next. This article presents ideas to consider, both every year and specifically in 2020. It includes a link to our popular year-end podcast.
Year-End Planning 2020 UPDATES!
myStockOptions Editorial Team
Year-end is a key time for financial and tax planning. Standard strategy: defer income into next year, accelerate deductions into this year. But do President-Elect Biden's proposed tax hikes for high earners change that? This article presents insights from financial advisors and tax pros.
Year-End Planning 2020 UPDATES!
John P. Barringer and Michael Beriss
Learn about year-end planning for NQSOs and restricted stock/RSUs, including the continued impact of the Tax Cut & Jobs Act and whether the election results should change your decisions.
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Advanced Strategies
Bruce Brumberg
The US tax code provides a few perfectly legal ways, depending on your income, financial goals, and even life expectancy, to defer or pay no capital gains tax, maximizing the benefits of your grants and letting you put away more toward your financial goals.
Strategies
Michael Beriss
Podcast included! If you've been granted stock options, congratulations. But now what? Maximizing the value of stock options is one of the most complex financial-planning challenges you may face. The 10 guidelines in this article will help you get the most out of your option grants: setting goals, stock option valuation, exercise timing, job-loss considerations, understanding the taxation, and much more. An interactive companion quiz lets you test yourself on what you've learned.
Strategies
myStockOptions.com Editorial Team
Podcast included! Employee stock purchase plans (ESPPs) are a super deal. However, the related taxation and financial planning can be deceptively complex. This article presents the essential points that you should understand before you participate in your company's ESPP.
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Strategies
Tax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.
Want to learn more about financial planning for equity compensation? Visit our podcasts page for interviews with some of our expert contributing authors.
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