Financial Planning: Advanced Strategies

UPDATES! Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1) This is premium content

Tom Davison and Liam Hurley
The time right after you have filed your tax return is ideal for big-picture financial planning—now more than ever with the changes under the Tax Cuts & Jobs Act. Your 2018 tax return lets you fully understand the impact of the tax changes, and the amount of your total taxes was probably different than what you had projected. This recently updated article series discusses factors to consider in your income and tax projections, along with planning ideas.
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