Presentation! Year-End Tax And Financial Planning: What Employees And Their Advisors Should Know
Updated annually, this PowerPoint presentation, available in PDF at this link, provides a timely overview of year-end financial-planning topics for stock compensation, including points of importance for employee education and for financial advisors. Special attention is given to issues involving tax-rate changes. While each annual edition features planning concerns specific to that year-end, the general ideas presented here are perennially useful.