Preparing for the Tax Cliff Ahead: Diversifying Concentrated Positions
With US tax rates potentially rising sharply in January, now is a good time to consider taking gains on concentrated stock positions and exercising stock options.
read moreMinimizing Taxes on Your Executive Compensation
Given the likelihood of higher US tax rates starting in January 2013, you’ll want to review the way you manage your compensation. Your cash bonus, executive stock options and large holdings of company stocks deserve careful review, as my colleague Richard Weaver explains below.
read moreAs the Fed Twists, Seize Opportunity to Transfer Wealth
It remains to be seen whether the Federal Reserve can stimulate the economy with its latest “twist” strategy for lowering interest rates, but today’s ultralow rates create one clear opportunity: if you have personal wealth that you intend to leave to family or charity, now is the best time in decades to initiate certain wealth-transfer [...]
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