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 new tax laws in 2018. Your 2017 tax return will be different than what you use for 2018 projections. This article series discusses factors to consider in your income and tax projection, along with planning ideas.
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