The Advisors' Blog

Bruce Brumberg – who among other roles has blogged on this site and is the co-founder of myStockOptions.com – recently alerted me to his updated page on year-end planning for anyone who receives or is involved with equity compensation.

Bruce notes that multi-year tax planning is more important than ever (and while some individuals cannot be reined in, perhaps by helping your execs look ahead, you can avoid a situation in which they are liquidating a lot of holdings via a Twitter poll). Here are 4 tips that he highlights:

1. Understand tax rates, trigger points, and possible underwithholding

2. Consider time value of tax money on NQSO exercise; estimated taxes

3. Remember additional Medicare tax

4. Calculate AMT when deciding about ISO and NQSO exercises

Bruce also hosted this December 2nd webinar about financial & tax strategies, which is still available via replay.

– Liz Dunshee