myStockOptions covers the major issues and post-election strategies in tax and financial planning for employee stock options, RSUs, and other equity awards at year-end.
Year-end is always a key time for financial and tax planning among the millions of employees in the United States who have stock compensation (such as stock options and restricted stock units), participate in an employee stock purchase plan (ESPP), and/or have holdings of company shares. In 2024, stock-market uncertainty and the US election have added yet more dimensions to planning.
To help, myStockOptions.com has updated its resources on the major issues and innovative financial-planning strategies for the end of 2024 and the start of 2025. This content is available in the website’s section Financial Planning: Year-End.
At year-end, multi-year planning is especially valuable with stock compensation. “You can control the timing of stock sales and option exercises, and you know when restricted stock/RSUs will vest,” observes Bruce Brumberg, the Editor-in-Chief of myStockOptions.com. “Market uncertainty and the impact of the new White House and Congress make the need for expert guidance even more important.”
Timely year-end guidance is crucial for people who are considering option exercises or stock sales at the end of 2024. “Employees with equity grants and company shares should be aware of the 2024 and 2025 thresholds for higher tax rates on compensation income and capital gains, the phaseouts for various tax credits, and the Medicare surtax on investment income,” Mr. Brumberg notes.
Year-End Webinar Covers Post-Election Planning
Available on demand, a special year-end webinar covers all aspects of post-election financial and tax planning for equity compensation and holdings of company shares: Year-End & Year-Start Equity Comp Financial Planning (2.0 CE credits for CFP, CPWA/CIMA, CEP/ECA). In 100 minutes, the webinar features insights from a panel of three leading financial and tax advisors, including real-world case studies, to provide practical expertise on post-election planning for equity comp in both public and private companies. Panelists:
- John P. Barringer (CFP®), Managing Partner, Executive Wealth Planning
- Rebecca Conner (CFP®, CPA/PFS™, RLP), Founder, SeedSafe Financial LLC
- John Owens (CFP®, EA, ECA, CPWA®), Director of Financial Planning, Brooklyn FI
- moderator: Bruce Brumberg (JD), editor-in-chief of myStockOptions
Panelist details and the agenda of topics are available at the webinar registration page. Other webinars are also available to stream immediately on demand at the myStockOptions Webinar Channel.
Disclaimer: The news site hosting this press release is not associated with myStockOptions.com. It is merely publishing a press release announcement submitted by a company, without any stated or implied endorsement of the information, product or service. Please refer to a tax attorney or CPA for tax advice.
About myStockOptions.com
With award-winning content and tools, myStockOptions.com is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style. Our audience includes:
– stock plan participants
– financial planners, wealth advisors, and CPAs
– professionals in stock plan administration, human resources, compensation, and finance
– attorneys, corporate counsel, and other members of legal staff
In addition to individual memberships, we also offer corporate services.