Year-End Planning Content At Helps Employees And Executives Make Smarter Financial And Tax Decisions

Share Article

Prevent tax mistakes and make knowledgeable financial-planning decisions with the fully up-to-date Year-End Planning section on The articles, FAQs, and Tax Guides educate employees about complex year-end financial and tax decisions. Additionally, has already made substantial updates for the upcoming tax-return season, with specially annotated Schedule D examples for company stock sales.

The end of each year raises the need for careful and sometimes complex financial and tax planning. (, the top online resource of educational content on stock compensation, publishes fully updated articles and FAQs on year-end planning for employees and executives with company stock grants. conveniently gathers this content in its section Financial Planning: Year-End Planning. Written by experts in financial planning and taxation, the articles, detailed FAQs, and tax guides cover:

  • fundamental concepts of year-end planning, including those pertaining to gifts of stock
  • special issues for nonqualified stock options and restricted stock
  • strategies for avoiding or minimizing the alternative minimum tax (AMT) with incentive stock options (ISOs)
  • basic tactics for netting capital gains against short-term capital losses for stock sales

New Tax Law Will Change Year-End Picture For Many

Additionally, has already made substantial additions and updates for the Tax Relief and Health Care Act of 2006 (along with other tax laws enacted in 2006). Passed by Congress on December 9, 2006, this wide-ranging tax bill has important provisions that affect AMT credits, and therefore can change the year-end planning picture for employees and executives with ISOs. This added and updated content appears in Year-End Planning and also in the section ISOs: AMT Advanced.

"The end of the year is a crucial time for making decisions about your financial goals and overall financial picture," observes Bruce Brumberg, Editor-in-Chief of "Our goal is to help employees with stock pay realize the full potential of their grants by educating them about tax rules and helping them prevent mistakes."

Corporate Licensing Available

All of the content on is ideally suited for licensing by companies for their stock plan participants. A customized version of the website's award-winning content can be seamlessly integrated into companies' HR, benefits, and/or compensation portals. Financial and wealth advisors use MSO Pro, the new membership level on For more information, visit or call 617-734-1979.


With exclusive articles, 700+ FAQs, the Tax Center, Global Tax Guide, an extensive glossary, and interactive tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, stock appreciation rights, and employee stock purchase plans. The company is managed by leading experts in equity compensation, with a long history of successful newsletters, books, and training videos devoted to equity pay topics.

PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." has also received extensive favorable coverage in major publications, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN/fn, National Public Radio, PBS,, and


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website