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Careful tax planning required for incentive stock options

Incentive Stock Options (ISOs), Stocks, Uncategorized /

Incentive stock options (ISOs) allow you to buy your employer’s stock in the future at a fixed price equal to or greater than the stock’s fair market value on the ISO grant date. If the stock appreciates, you can buy shares at a price below what they’re then trading for. But complex tax rules apply. […]

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Mutual funds: Handle with care at year end

Captial Gains, Individual Income Tax, Internal Revenue Service, Investment, Mutual Funds, Stocks, Tax Planning, Tax Savings /

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprise capital gains. Unlike with stocks, you can’t avoid capital gains on mutual funds simply by holding on to the shares.

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