Financial Planning: Advanced Strategies

UPDATES! Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed (Part 2) This is premium content

Tom Davison and Liam Hurley
Your tax return can help you develop your tax-planning strategy for stock options, restricted stock/RSUs, and holdings of company stock. Now that you have filed your first tax return after all the changes under the Tax Cuts & Jobs Act, you can make more accurate projections for the year ahead. Consider your future income, taxes, AMT risk, and use of capital-loss carry-forwards. Review the details of your stock plan documents to develop a program for option exercises and restricted stock/RSU vesting.
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