Year-end is a key time for financial and tax planning with stock comp and company shares. Multi-year planning is especially valuable with equity compensation, as you can control the timing of stock sales and option exercises, and you know when restricted stock or RSUs will vest. This article presents actionable ideas to consider. They include looking at the income thresholds that may trigger higher tax rates for option exercises or sales of vested stock.
NEW! Tick tock. Time is running out for year-end financial and tax planning. This article presents year-end insights from three leading financial and tax advisors with expertise in planning for stock compensation.
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As part of year-end tax planning, review holdings in restricted stock, RSUs, and performance shares for strategic moves. This article has some ideas.
Learn about year-end planning for NQSOs and restricted stock/RSUs, including the continued impact of the Tax Cut & Jobs Act and how down and volatile stock prices could influence your decisions.
We asked seasoned advisors with expertise in stock comp to provide their ideas on financial and tax planning for year-end 2022 and year-start 2023. Read their responses in their own words.
When you think about year-end financial and tax planning, don't forget to review shares acquired through an employee stock purchase plan. This article outlines issues and strategies to contemplate.
Learn about year-end planning for incentive stock options (ISOs). This article includes guidance on how to take advantage of the special ISO tax treatment and on the alternative minimum tax.
Understand the core concepts in year-end tax planning for stock options, restricted stock/RSUs, and company stock. Topics in Part 2 include the alternative minimum tax, donations and gifts of stock, and capital gains strategies.
Nonprofit organizations and charities appreciate donations of shares as much as gifts of cash, and most large nonprofits are experienced in accepting stock donations. This article presents the essentials, including taxation, that you need to know when you are contemplating charitable donations of shares acquired from stock options, restricted stock/RSUs, or employee stock purchase plans.
The tax reductions of the past few years have brought both good and bad news for holders of incentive stock options. While you may have lower capital gains rates when you hold the shares long enough after exercise, it is harder to avoid the risks of the alternative minimum tax (AMT) and to fully recover any AMT credit.
Updated annually, this PowerPoint presentation provides a timely overview of year-end financial-planning topics for stock compensation, including points of importance for employee education and for financial advisors.