Expands Year-end Planning Guidance

December 2, 2009 ( – has expanded its year-end planning guidance for those who receive stock options, restricted stock, and other types of equity compensation.

Available free to all registered users, a new article on, “In Their Own Words: Financial Advisors On Strategies For Stock Options And Company Stock Holdings At Year-End 2009 And Beyond” presents firsthand planning insight and expertise from financial advisers across the United States on what they are deploying now to save taxes for clients and better position them as the market recovery continues, according to a press release. 

In addition, has expanded its Financial Planning: Year-End section to provide educational content, including:

  • Stockbrokers’ Secrets (Part 3): Year-End Planning For NQSOs, Restricted Stock, And RSUs by W.E.B. Bantling and Michael Beriss;
  • Year-End Strategies For Restricted Stock: Ideas To Consider In 2009 by Bruce Brumberg;
  • Ten Ideas For Year-End Tax Planning With Stock Options And Company Stock;
  • How Tax Rate Changes Impact Stock Grant Strategies (Parts 1, 2, and 3) by Stanley Trotta and Bob Gordon; and
  • Stockbrokers’ Secrets (Part 7): Year-End Planning For ISOs by W.E.B. Bantling and Michael Beriss.

 The announcement said questions answered in the Financial Planning: Year-End section of the Web site include:

  • What are year-end strategies for stock options, stock appreciation rights, and restricted stock?
  • Should the likelihood of tax-rate increases affect year-end strategies?
  • How do employees harvest capital losses against capital gains from company stock holdings?
  • Are there strategies for using capital-loss carry-forwards from prior years?
  • What risks are posed by the wash sale rule?
  • What year-end strategies can help to minimize alternative minimum tax with incentive stock options?
  • How do tax-law changes in 2008 and 2009, including refundable AMT credits and stimulus rebates, affect year-end planning?
  • How can employees save taxes on company stock by making gifts and donations, including those to private foundations or grantor-retained annuity trusts?