Online Resource for Recent Tax Changes

November 19, 2013 ( – The website offers help to employees in navigating recent tax changes.

Timely year-end guidance is particularly important for people who are considering option exercises or stock sales at the end of 2013, says Bruce Brumberg, editor-in-chief of “Employees with equity grants and company shares should be aware of the new thresholds for higher tax rates on compensation income and capital gains, the additional Medicare tax on compensation income, and the Medicare surtax on investment income.”

Brumberg adds that these employees may want to consider keeping their income below the aforementioned thresholds. They may also want to consider the impact of the tax changes that took effect this year under the American Taxpayer Relief Act and the Patient Protection and Affordable Care Act.

On, there is a section titled “Year-End Planning” which contains articles that cover such topics as tax planning with stock compensation, strategies for restricted stock and strategies for employee stock purchase plans. There is also FAQ material that covers exercising nonqualified stock options, selling company stock before triggering a Medicare surtax on investment income, deferring income and a number of other topics.

All the content on can be licensed by companies and stock plan providers for their stock plan participants. For more information, email or call 617-734-1979. is an online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights and employee stock purchase plans.

The Year-End Planning section of its website can be found here.