Year-End Planning After Tax Reform For Executives With Stock Compensation

This is the first year-end season when high-net-worth taxpayers, including executives with stock compensation, must consider the tax changes introduced in 2018 by the Tax Cuts & Jobs Act (TCJA). Fortunately, the new tax law doesn’t make any huge changes in the usual year-end steps that you and your financial advisor should consider when you have stock options, restricted stock/RSUs and company stock holdings. READ MORE