Spring is a time of change, especially this year. Our editorial team has been very busy with content updates for the Tax Cuts & Jobs Act (tax reform). This alert presents some of those updates plus other recent noteworthy additions and changes in the award-winning content of myStockOptions. See the full list of additions and updates on the website.

Financial Planning After Tax Season
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 differs from what you will use for 2018 projections. An article series at myStockOptions discusses factors to consider in your income and tax projection, along with planning ideas: Restricted Stock And Stock Options: Financial Planning After Your Tax Return Is Filed.

Six Ways Tax Reform Affects Your Equity Compensation And Financial Planning
The Tax Cuts & Jobs Act includes provisions that either directly or indirectly affect equity compensation, whether in financial planning or in plan administration (though the core tax treatments have not changed). A new article at myStockOptions details the provisions that have an impact on the taxation of equity compensation or holdings of company shares: Six Ways Tax Reform Affects Your Stock Compensation And Financial Planning. A companion FAQ provides a quick take on the tax changes you need to know about.

10 Facts To Know About The New Tax-Deferral Opportunity For Options And RSUs In Private Companies
A new tax-law provision in the Tax Cuts & Jobs Act offers a route for private companies to help their employees by letting them defer income tax on income recognized at option exercise or RSU vesting. To take advantage of these "qualified equity grants," as they are called under the new Section 83(i) of the Internal Revenue Code, it's important to know what the law covers, the limits of its provisions, and the requirements companies must meet to offer qualified grants. A new article at myStockOptions thoroughly covers this new grant type: Private Company Stock Options And RSUs: 10 Facts To Know About The New Tax-Deferral Opportunity.

New In The Global Tax Guide: Austria And Portugal
The Global Tax Guide at myStockOptions explains the taxation of equity awards in 42 countries, including the rules on income tax, social taxes, capital gains tax, income-sourcing, tax residence, exit tax, and asset reporting. The newest additions are guides on equity comp taxation in Austria and in Portugal. These join other recent additions on Turkey and Egypt.

Leading Industry Experts Will Speak At myStockOptions Financial-Planning Conference (June 18)
Organized by myStockOptions, the national one-day conference Financial Planning for Public Company Executives & Directors is a must-attend event for professionals working with or seeking to advise executives, directors, and high-net-worth employees who have stock compensation and holdings of company shares. Being held on June 18, the event will feature a distinguished speaker lineup of top industry experts and an agenda of highly informative sessions on key planning topics. Continuing education credits will be available, including CE credits for Certified Financial Planner® (CFP) professionals. Space is limited and filling quickly! REGISTER now to reserve your place at this special conference.

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