Year End Stock Strategies for Savvy Investors

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Article Highlights: Annual Loss Limit Navigating Wash Sale Rules Recognizing Year-End Gains and Losses Donating Appreciated Securities Managing Employee Stock Options Dealing with Worthless Stock Leveraging the Zero…

Navigating the Tax Landscape for Day Traders

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Article Highlights: Who Qualifies as a Day Trader? Pros of Day Trading from a Tax Perspective Cons of Day Trading from a Tax Perspective Other Noteworthy Tax Considerations Day Trader Election Day trading, the practice…

How Qualified Small Business Stock Can Maximize Your Investment Returns

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Article Highlights:  Gain Exclusion Benefits of Sec 1202 QSBS Qualifications for Sec 1202 QSBS Limitations of Sec 1202 QSBS Holding Period Requirements Determining the 5-Year Holding Period Investor Exclusion Limits Rollover…

How Employee Stock Options Are Taxed

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Article Highlights: Non-statutory Option Wage Income Statutory (Incentive) Options Capital Gains Alternative Minimum Tax Many companies, as an incentive to employees to help grow the companies’ market value, will offer…

Employee Stock Options Can be Taxing

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If you are an employee of a corporation, as an incentive to continue employment, the company may offer you the option to purchase shares of the corporation at a fixed price at some future date so that you can benefit from your commitment to…