Tag Archives: 1040

Year-End Planning: Tax Strategies for Employee Stock Options

Stock options can be complex and costly if you don’t properly plan for taxes. Two common forms of non-cash employee incentives are Incentive Stock Options (ISOs) and Non-qualified Stock Options (NSOs). With tax reform on the horizon, hopefully this post will help you make a more informed decision about the opportunities that exist before the end of […]

Worried About Owing Taxes at Year-End?

Individuals should review their withholding and avoid having too little (or too much!) federal income taxes withheld from their paychecks. Nobody likes a surprise in April, so it’s best to review your withholding for the year now and take into consideration any life changes; such as marriage, changes in dependents, or changes in income. Having the […]

Recently Divorced or Seperated? Here’s What You Need to Know

While taxes may be the last thing on your mind when going through a divorce, these events can have a big impact on your income. Alimony and a name or address change are just a few items you may need to consider. Here are some key tax tips to keep in mind: Child Support.  Child support […]