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Fri, December 17, 2010
Both the House and Senate have passed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, and the bill is expected to pass into law soon. What goodies does it hold for taxpayers? Read the full article
Mon, April 27, 2009
A couple of weeks ago I began a primer on ISOs and some of the tax implications of exercising them. I’d like to discuss some cases in which an ISO grant is employed in a manner that is “disqualifying.” Read the full article
Thu, April 16, 2009
There are a number of companies (mostly in high-tech) that reward their employees with a form of deferred compensation called incentive stock options (ISOs). The tax rules for these stock options are complicated, but if you receive this kind of benefit, you need to understand the basic rules for them to be able to use them effectively. For some time I’ve wanted to discuss how profits from stock purchased via ISO exercises are taxed. This post, which will be the first of two parts, is more of a primer than an exhaustive discussion, but I hope it will be useful. (Keep in mind that ISO-related tax calculations can be complex; you should consult a tax adviser before implementing transactions involving ISOs). Read the full article
Tue, February 17, 2009
The final version of the 1071-page American Recovery and Reinvestment Act of 2009 is due to be signed by President Obama tomorrow. My summary of the bill's key tax items two weeks ago was not far off the mark, but there are a number of nips and tucks in the final version. Read the full article
Wed, January 21, 2009
It's too early to say with certainty what changes will be made in the tax laws this year. But it's possible to make some educated guesses. Read the full article
Wed, November 26, 2008
As 2008 draws to a close, take some time to consider what you can do before year-end to reduce your income tax bill. Read the full article
Tue, November 04, 2008
With so much attention being given to the $700 billion bailout of banks and the financial industry in the Emergency Economic Stabilization Act of 2008, not much has been said about the individual income tax provisions included in the massive 440-page bill passed last month. If you'd like to avoid searching the full bill for the parts that might be personally relevant, here's a quick summary of some provisions that could be interesting to you even if you're not an enormous bank. Read the full article
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