Forbes has published an article, “Year-End Planning In 2022 For Stock Comp: Tips From Leading Advisors Amid Down And Volatile Markets,” which discusses strategies for planning with equity comp during the end and start of the year. The abstract is as follows:
Year-end and year-start are key periods for financial and tax planning if you have stock options and restricted stock units (RSUs), participate in an employee stock purchase plan (ESPP), and/or hold company shares. In 2022, year-end planning can be tricky because of the market downturn, volatile stock prices, and job uncertainty.
In a recent myStockOptions.com webinar that I moderated, three leading financial and tax advisors with expertise in this area presented ideas and tips for year-end and year-start planning with equity comp. This article summarizes some of the key points they made.
Posted by Melissa Zheng, Associate Editor, Wealth Strategies Journal.