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. Remember that the income tax rates in your 2017 tax return will be different than the new rates that you will use for 2018 projections. Make projections for your income, taxes, AMT risk, and use of capital-loss carry-forwards. Review the details of your stock plan documents to develop an exercise program.
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