Tag Archives: Year-End Tips

Business Resources, Individual Tax Resources, Tax Tips

Ten Year-End Tax Moves To Minimize Your Tax Exposure

Posted on by Walker Glantz

*Updated 12/28/17 With major tax reform looming, we compiled a list of year-end planning moves that can help you take advantage of the tax breaks that may be heading your way. While congress appears poised to enact tax reform this year, it’s by no means a sure bet. So keep a close eye on the […]

Continue reading →
Individual Tax Resources, Tax Tips, Tax Updates

Year-End Planning: Tax Strategies for Employee Stock Options

Posted on by Walker Glantz

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 […]

Continue reading →