Year-end guidance for employees with stock comp

See myStockOptions blog at

When holiday decorations and Christmas songs emerge, so does interest in year-end financial and tax planning among those with stock compensation or holdings of company shares. In 2016, year-end planning can be tricky if you weigh the ongoing impact of recent tax-rate changes against expected tax reforms ahead under the new president. To help people with planning at the end of 2016 and the start of 2017, the year-end section at provides education and guidance on major issues, decisions, and innovative financial-planning strategies.

Replies to this Topic

Podcast at about year-end planning with stock comp and factors to consider, including tax reform in 2017.  

Among other issues discussed, employees need to weigh the impact of current tax rates against expected tax reforms. This podcast is a companion to The article series on year-end planning for stock compensation.

Post Reply

You must be logged in and a member of this Groupsite in order to post a reply to this topic.
To post a reply, contact your group manager(s) Join this Groupsite


ECE - Equity Compensation Experts
Powered by

Visibility Public Membership By Invitation or Approved Request Default Profile Professional

Your Status Not Logged-In